Universal Banker
Waterfall Bank · Posted Nov 6, 2026
- Clearwater, Florida, United States
The Universal Banker plays a pivotal role in delivering comprehensive financial services to clients by combining the responsibilities of a teller and a personal banker.
Responsibilities
- Process daily banking transactions including deposits, withdrawals, transfers, and payments accurately and efficiently.
- Provide personalized financial guidance to customers by assessing their needs and recommending suitable banking products and services.
- Open and close accounts, assist with loan applications, and support customers in resolving account issues or discrepancies.
- Maintain compliance with banking regulations and internal policies to ensure the security and confidentiality of customer information.
- Collaborate with team members and management to meet branch sales goals and deliver exceptional customer service.
Requirements
- High school diploma or equivalent
- Associate degree or higher preferred
- Bachelor’s degree in finance, business administration, or related field
- Nice to have: Experience with loan processing and financial advising
- Nice to have: Familiarity with compliance standards such as BSA/AML regulations