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RH
Robert Half
Universal Banker
Entry-Level JobVerifiedNo experience needed
Career Insights for Personal Banker
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Scorecard
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
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