Banking

Universal banker

• whitefish
  

UNIVERSAL BANKER

• WHITEFISH.
  kalispell, montana
  Posted 8 days ago
  Closes 9/25/2026 Job details Summary Spherion
  $19.00
• $22.00 per hour
  Permanent
  8:00 AM
• 5:00 PM
  Industry
  banking (Business and Financial Operations Occupations)
  Reference number
  S_179831
  The position of Universal Banker is to promote and service a variety of banking products as well as assist our clients either in-person, by telephone, and by email within all locations in accordance with the organizations Mission Statement and Core Values.

As a Universal Banker you will provide exceptional customer service and build relationships with new and existing clients to be able to refer them to other team members or departments for additional services. This position will support various departments within the Bank including Customer Experience Specialists, Tellers, ITM Tellers, and Personal Bankers.

Responsibilities:

• Greet and direct customers using a professional demeanor.
• Performing open and closing procedures including: Ensuring telephones are turned on daily at 8:00 a.m. and changed to Night Service at 5:00 p.m. and coordinating automatic door locks for opening at 9:00 a.m. and closing at 4:00 p.m. Monday
• Thursday and closing at 5:00 p.m. on Fridays.
• Assisting customers with operating Interactive Teller machines to complete counter check requests, debit card orders, change order requests, non-cash deposits and loan payments, and providing Online banking support by setting up new users and unlocking account access. ...
• Verification of Wire Transfers to Customer accounts.
• Collect, sort, and correctly distribute incoming mail and packages.
• Manage bank returned mail and log all packages according to bank procedure.
• Responsible for setting up any lobby customer thank you events.
• Maintain knowledge of banking products and services with the ability to make recommendations to customers to cross sell products.
• Must provide superior internal and external customer service: must demonstrate self-governance, courtesy, and respect toward all external customers and vendors as well as internal customers.
• Provide exceptional customer service internally and externally while maintaining knowledge of Bank policies and procedures, applicable laws and regulations/compliance requirements
• Open deposit accounts and related products following procedures for reviewing, approving, or denying applications for consumer and business customers.
• Assist with closing accounts as requested by customer or Bank initiated closures.
• Assist customers with online banking issues.
• Open, renew, or redeem Certificates of Deposit.
• Assist with opening and servicing Health Savings Accounts and Individual Retirement Accounts.
• Enter new account data and file maintenance into system.
• Look for opportunities to offer additional products and services to all customers
• Issue Debit Cards, assist with customer inquiries, and research, resolve and maintain Debit card disputes.
• Complete scanning and/or electronic filing of account documentation daily
• Assist with monthly reports.
• Assist customers with routine transactions.
• Research and resolve customer inquiries.
• Be familiar with Banks Online Banking, Merchant capture, Courtesy Pay Program, and Interactive Teller Machines.
• May be asked to perform supporting duties Working hours: 8:00 AM
• 5:00

PM Skills:

• Represent our Bank in a professional manner which includes a professional image, confidentiality, a positive "can-do, get it done" attitude, good attendance, punctuality, flexibility, and adaptability in meeting bank and customer needs

Education:

High School Experience:

1-4 years

Qualifications:

• Minimum of one year customer service experience.
• Must be able to provide courteous, personal attention to promote individual
• Customer satisfaction and the public perception and reputation of the organization.
• Treats all customers with respect even in the most negative situation.
• Must be bondable.

now at www.spherion.com/apply/75034 Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer:

Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com. Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility). Show more

key responsibilities

• Greet and direct customers using a professional demeanor.
• Performing open and closing procedures including: Ensuring telephones are turned on daily at 8:00 a.m. and changed to Night Service at 5:00 p.m. and coordinating automatic door locks for opening at 9:00 a.m. and closing at 4:00 p.m. Monday
• Thursday and closing at 5:00 p.m. on Fridays
• Assisting customers with operating Interactive Teller machines to complete counter check requests, debit card orders, change order requests, non-cash deposits and loan payments, and providing Online banking support by setting up new users and unlocking account access
• Verification of Wire Transfers to Customer accounts
• Collect, sort, and correctly distribute incoming mail and packages
• Manage bank returned mail and log all packages according to bank procedure
• Responsible for setting up any lobby customer thank you events
• Maintain knowledge of banking products and services with the ability to make recommendations to customers to cross sell products
• Must provide superior internal and external customer service: must demonstrate self-governance, courtesy, and respect toward all external customers and vendors as well as internal customers
• Provide exceptional customer service internally and externally while maintaining knowledge of Bank policies and procedures, applicable laws and regulations/compliance requirements
• Open deposit accounts and related products following procedures for reviewing, approving, or denying applications for consumer and business customers
• Assist with closing accounts as requested by customer or Bank initiated closures
• Assist customers with online banking issues
• Open, renew, or redeem Certificates of Deposit
• Assist with opening and servicing Health Savings Accounts and Individual Retirement Accounts
• Enter new account data and file maintenance into system
• Look for opportunities to offer additional products and services to all customers
• Issue Debit Cards, assist with customer inquiries, and research, resolve and maintain Debit card disputes
• Complete scanning and/or electronic filing of account documentation daily
• Assist with monthly reports
• Assist customers with routine transactions
• Research and resolve customer inquiries
• Be familiar with Banks Online Banking, Merchant capture, Courtesy Pay Program, and Interactive Teller Machines
• May be asked to perform supporting duties experience 1-4 years skills
• Represent our Bank in a professional manner which includes a professional image, confidentiality, a positive "can-do, get it done" attitude, good attendance, punctuality, flexibility, and adaptability in meeting bank and customer needs qualifications
• Minimum of one year customer service experience
• Must be able to provide courteous, personal attention to promote individual
• Customer satisfaction and the public perception and reputation of the organization
• Treats all customers with respect even in the most negative situation
• Must be bondable.

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Demars, Nikki

nikkidemars@spherion.com