Top 13 Universal banker Jobs in Columbus

Universal Banker
Northwest Bank —Columbus, OH
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply
7d
Client Relationship Representative (Universal Banker)
First Merchants Bank —Dublin, OH
- Call employer
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Universal Banker
SB Financial Group Inc. —Dublin, OH
- Full-time
- Writing skills
- Office
- High school diploma or GED
Quick Apply
Universal Banker
First Federal Lakewood —Dublin, OH
- Overtime
- Microsoft Outlook
- Word processing
- Office
Universal Banker I
Kingston National Bank —South Bloomfield, OH
- Part-time
- Basic math
- Office
- High school diploma or GED
Quick Apply
Float Universal Banker
Float Universal Banker —Dublin, OH
- Mid-level
- Office
- High school diploma or GED
- Referral program
Quick Apply
Universal Banker
Farmers National Bank —Powell, OH
- Mid-level
- Office
- High school diploma or GED
Quick Apply
14d

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Client Relationship Representative (Universal Banker)
First Merchants Bank —Dublin, OH
Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier’s checks, money orders…
Quick Apply
Universal Banker
Northwest Bank —Columbus, OH
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively…
Quick Apply
7d

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Universal Banker
Northwest Bank —Columbus, OH
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively…
Quick Apply
7d
Client Relationship Representative (Universal Banker)
First Merchants Bank —Dublin, OH
Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier’s checks, money orders…
Quick Apply

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Universal Banker

Northwest Bank -
Columbus, OH

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Job Details

Full-time
7 days ago

Qualifications

Investment
Opening bank accounts
Client relationship management
Customer communication
Financial sales
Financial services customer support
Customer relationship building
Referral-based lead generation
Depositing cash
Check cashing
Sales referrals
Sales needs analysis
Greeting customers
Promoting bank products
Mid-level
Checking account services
High school diploma or GED
Check payment processing
Client retention
Decision making
Sales coaching
Customer engagement
Desktop applications
Initial Contact (sales skills)
Financial needs assessment
Meeting or exceeding sales goals
Sales pipeline management
Assisting with digital banking services
Outbound calling
Productivity software

Full Job Description

OH0568 Columbus - Bethel Road

Job Description

DESCRIPTION

As a key member of the Financial Center team, the Universal Banker delivers exceptional service at every customer's touch point, including leading and coordinating lobby management. The role serves as a single point of contact for a wide range of banking needs, consisting of accurately and efficiently handling service transactions – such as deposits, payments, replacement cards, and disputes – while also driving sales by opening accounts, identifying customer needs, offering tailored solutions, and recommending appropriate banking products.

Essential Functions

Proactively and professionally greet customers as they enter the Financial Center to determine the best way to manage and guide their experience.
Engage with customers following an established customer interaction model to build new customer relationships, retain and deepen existing customer relationships, and provide exceptional customer service standards.
Fulfill customer financial needs, both immediate and long term, by utilizing Financial Wellness conversations to understand needs and recommend appropriate solutions and/or refer to our team of experts when necessary.
Accurately and efficiently process transactions such as deposits, payments, checks for cashing and other transactions.
Recognize cross-sell opportunities, including deposit accounts as well as insurance, investment and lending products, referring to our team of experts when necessary.
Establish effective partnerships with Financial Advisors, LRMs, Mortgage and Business Bankers.
Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals to build a robust pipeline of sales opportunities.
Establish proficiency in the Bank’s systems to effectively provide customers with the highest level of service standards.
Meet or exceed all financial objectives pertaining to individual and Financial Center team goals.
Demonstrate ownership to ensure all follow-up items are complete or delegated to the appropriate individual(s) to work harmoniously with multiple team members.
Create a warm, welcoming and friendly environment for customers and employees by fostering teamwork in the Financial Center to ensure an overall positive customer experience.
Deliver coaching and guidance to tellers on digital capabilities, transaction processing, and key priorities - emphasizing a streamlined sales and service experience, a digital-first approach, effective client problem resolution, and the strategic use of digital tools.
Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations.
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency.
Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

High School Diploma or equivalent preferred

Work Experience

Less than one year Banking and/or retail experience

Less than one year Sales experience or Customer Service experience preferred

General Employee Knowledge, Skills, and Abilities

Ability to establish effective working relationships among team members and participate in solving problems and making decisions
Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

#LI-MM1

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

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universal banker jobs in columbus

Universal Banker

Client Relationship Representative (Universal Banker)

Universal Banker

Universal Banker

Universal Banker I

Float Universal Banker

Universal Banker

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