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Robert Half

Universal Banker

Entry-Level JobVerifiedNo experience needed

Career Insights for Personal Banker

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Based on Alabama data

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What they do

A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.

$69,088 / year median in Alabama

+9% projected growth

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Job Description

We are looking for a personable and detail-oriented Universal Banker to support members with everyday financial needs at a credit union. This Long-term Contract to hire position is ideal for someone who enjoys delivering attentive service, handling account activity accurately, and guiding members through a range of banking solutions. The role combines front-line transaction support with account and lending assistance, helping create a positive and efficient member experience.
Responsibilities:
  • Process routine financial activities such as deposits, withdrawals, transfers, loan payments, and other account-related transactions with a high level of accuracy.
  • Open, maintain, and service consumer deposit accounts while ensuring documentation is complete and aligned with established procedures.
  • Provide support for consumer lending products by assisting members with inquiries, applications, and follow-up service needs.
  • Help members with mortgage, IRA, and business banking requests, engaging internal partners or leadership when specialized guidance is needed.
  • Identify opportunities to introduce relevant credit union products and services that match member goals and financial situations.
  • Deliver responsive service to both new and existing members by answering questions, resolving routine issues, and creating a welcoming branch experience.
  • Balance daily transaction activity and contribute to smooth branch operations through careful recordkeeping and adherence to controls