Universal Banker II​/III – Customer Service Specialist Float

Universal Banker II/III – Customer Service Specialist Float

Recruitment began on December 18, 2025

and the job listing Expires on January 18, 2026

The Universal Banker II/III – Customer Service Specialist Float is a highly skilled retail banking professional responsible for delivering exceptional customer service while performing a full range of banking transactions, account maintenance, and consultative sales activities. This role supports both the teller line and platform areas, serves as a resource and mentor for junior staff, and helps drive branch performance through strong operational knowledge, product expertise, and leadership presence.

The Universal Banker II/III – Customer Service Specialist Float consistently models the bank’s customer service standards, demonstrates sound judgment, and contributes to a positive, team-focused environment.

Essential Duties and Responsibilities

The following represents a list of essential duties and responsibilities; other duties may be assigned as required.

Customer Service & Relationship Building

• Serve as a primary point of contact for customers by providing professional, courteous, and efficient service.
• Conduct needs-based conversations to identify opportunities and recommend appropriate products and services.
• Assist customers with problem resolution, account inquiries, and complex transactions.
• Develop strong customer relationships to strengthen loyalty and deepen engagement.

Platform Responsibilities

• Open and maintain consumer and business deposit accounts, IRAs, online banking, debit cards, stop payments, Safe Deposit Boxes and other related services.
• Process account file maintenance, address changes, check orders, and account research requests.
• Assist customers with loan applications, loan payments, and general lending inquiries (as permitted by bank policy).
• Understand and communicate bank policies, disclosures, and regulatory requirements.
• Perform a full range of teller transactions accurately, including deposits, withdrawals, loan payments, cash advances, and check cashing.
• Assist with vault cash, ATM balancing, and branch settlement as needed.
• Maintain cash drawer within established limits and adhere to dual control procedures.
• Support branch opening/closing responsibilities as assigned.

Operational Excellence

• Serve as an escalation point for teller and banker questions related to policies, procedures, and systems.
• Assist with branch audits, operational checklists, CTRs, SAR referrals, CIP/KYC requirements, and compliance tasks.
• Ensure adherence to security and regulatory standards, including BSA/AML, Reg CC, Reg E, and privacy rules.
• Assist with branch reporting, daily work review, and operational workflows to support efficiency and accuracy.
• Ability to learn and navigate the Bank’s core processing systems, including Fiserv platforms (Teller, Premier, and BPM).
• Adhere to all Bank policies and procedures that are outlined in the Bank’s Employee Guidelines, such as Work Schedules and Timekeeping.

Leadership & Team Support

• Mentor and support Universal Bankers, Tellers, and new hires by providing coaching and reinforcing best practices.
• Lead by example by demonstrating professionalism, accountability, and strong decision-making skills.
• Assist with training on new systems, procedures, or product updates.
• Act as a backup to the Assistant Branch Manager or Branch Manager when needed, including handling customer escalations and supervisory functions.
• Perform supervisory functions, including but not limited to supervisor overrides, check and wire approvals within assigned limits. Troubleshoot and resolve customer and internal issues promptly, professionally, and with a customer-focused approach.

Core Competencies

• Attention to Detail & Accuracy
• Problem Solving & Decision Making
• Accountability & Professionalism
• Adaptability & Multi-Tasking

Minimum Required Technical Skills and Qualifications

• 2–4 years of retail banking experience, preferably in a universal banking or senior teller/banker role.
• Strong understanding of bank products, services, and operations.
• Demonstrated ability to build relationships, resolve problems, and provide exceptional service.
• Proficiency with banking systems,…