Universal Banker, Lexington Branch

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North American Savings Bank

Posted 3 months ago

Full Time

Lexington, Missouri

In Person

Smart Summary

Responsibilities

Provide quality customer service and promote bank products and services to help customers achieve their financial goals. Handle daily branch operations including opening accounts, processing transactions, and ensuring regulatory compliance.

Qualifications

You have a High school diploma or equivalent with at least one year of experience in a retail or sales environment, demonstrating customer engagement and product recommendations. You possess excellent communication and basic math skills, with the ability to learn products and procedures quickly and accurately.

Must Have Skills for ATS

Retail

Sales

Customer Service

Mortgage Sales

New Account Opening

Cash Control

Fraud Prevention

CIP Requirements

Bank Secrecy Act

Anti-Money Laundering

Financial Management

Basic Math Skills

Time Management

Organizational Skills

Bilingual

Job Description

Universal Banker, Lexington Branch   $500 Sign-On Bonus Opportunity Available!   Our mission is to create exceptional experiences for our customers that help them achieve their dreams, and we seek extraordinary individuals with the talent and passion to help us bring those dreams to life.   We are currently looking for a Universal Banker to join our Lexington branch team.   Job Summary: Our Universal Bankers provide quality customer service and promote NASB’s products, services, and thoughtful solutions to make banking easy for our customers.   You will be instrumental to the success of NASB by:
  • Providing outstanding customer service, greeting each customer as they enter the bank, answering the phone promptly, and taking ownership of each interaction; this includes the support of our mortgage sales team by making referrals.
  • Assisting customers in their selection of various accounts and financial services, administering accounts, and positively impacting retention of current customers while achieving branch sales and service goals. 
  • Resolving any problems, issues, or questions to ensure customer satisfaction. 
  • Always maintaining a positive, friendly, and professional attitude.
  • Assisting with all branch level marketing activities and promotions. 
  • Performing applicable aspects of daily operations, including opening new accounts, cash controls, balancing, exercising fraud prevention, handling customer transactions, and accurately completing all CIP requirements. 
  • Adhering to all policies and procedures, including those related to the Bank’s Bank Secrecy Act/Anti-Money Laundering (BSA/AML) compliance program. 
You will be instrumental to the success of NASB by having:
  • A High school diploma, GED or foreign equivalent required, college degree or military equivalent preferred.
  • One year’s experience in a Retail or Sales environment engaging with customers and making product recommendations leading to sales or relevant experience required.
  • Credit and background checks will be required.
  • Ability to work branch hours Monday - Friday and alternate Saturday mornings.
  • Ability to learn products, services, and procedures quickly and accurately.
  • Financial management and responsibility skills.
  • Excellent communication skills with a demonstrated ability to adapt the conversation of the NASB products/services based on the customers varying needs in person and over the phone.
  • Basic math skills: including the ability to solve problems and quickly identify currency denominations.
  • Time management and organizational skills, including being detail-oriented and thorough.
  • Bilingual desired, but not required.
  • Sound judgment and decision-making abilities.
  • Ability to lift/carry up to 25 pounds occasionally
What we offer you NASB offers unparalleled opportunities for career development and advancement, competitive compensation and bonus opportunities, a well-rounded benefit package, including medical, dental, and vision coverage, 401(k) retirement plan with an immediate employer match, and generous paid time off including, PTO, 11 holidays, your birthday, and volunteer time off.   If you have any questions, please contact jobs@nasb.com.
Note: This job description should not be construed to imply that these requirements are the exclusive standards of the position.  North American Savings Bank (NASB) is an Equal Opportunity/Veterans/Disabled employer.

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North American Savings Bank

Since 1927, North American Savings Bank (NASB) has helped customers reach their financial goals with personal banking across Kansas City and residential lending nationwide. We specialize in non-qualified mortgage (non-QM) products for borrowers who don’t fit traditional loan requirements, as well as real estate financing for builders, developers, and investors—including commercial and residential construction and land development projects.   Visit our Jobs tab to explore career opportunities at NASB and learn why we’re a top choice for talented professionals.   North American Savings Bank (NASB), a wholly-owned subsidiary of NASB Financial, Inc. (OTCQX: NASB). Equal Housing Lender. FDIC Insured. NMLS ID#: 400039. Regulated by the Office of the Comptroller of the Currency (U.S. Department of the Treasury).
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