Universal Banker

Northwest Bank • Fishers, IN • 1h ago

IN0534 Fishers

Job Description

As a key member of the Financial Center team, the Universal Banker delivers exceptional service at every customer's touch point, including leading and coordinating lobby management. The role serves as a single point of contact for a wide range of banking needs, consisting of accurately and efficiently handling service transactions - such as deposits, payments, replacement cards, and disputes - while also driving sales by opening accounts, identifying customer needs, offering tailored solutions, and recommending appropriate banking products.

Essential Functions

Proactively and professionally greet customers as they enter the Financial Center to determine the best way to manage and guide their experience.

Engage with customers following an established customer interaction model to build new customer relationships, retain and deepen existing customer relationships, and provide exceptional customer service standards.

Fulfill customer financial needs, both immediate and long term, by utilizing Financial Wellness conversations to understand needs and recommend appropriate solutions and/or refer to our team of experts when necessary.

Accurately and efficiently process transactions such as deposits, payments, checks for cashing and other transactions.

Recognize cross-sell opportunities, including deposit accounts as well as insurance, investment and lending products, referring to our team of experts when necessary.

Establish effective partnerships with Financial Advisors, LRMs, Mortgage and Business Bankers.

Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals to build a robust pipeline of sales opportunities.

Establish proficiency in the Bank's systems to effectively provide customers with the highest level of service standards.

Meet or exceed all financial objectives pertaining to individual and Financial Center team goals.

Demonstrate ownership to ensure all follow-up items are complete or delegated to the appropriate individual(s) to work harmoniously with multiple team members.

Create a warm, welcoming and friendly environment for customers and employees by fostering teamwork in the Financial Center to ensure an overall positive customer experience.

Deliver coaching and guidance to tellers on digital capabilities, transaction processing, and key priorities - emphasizing a streamlined sales and service experience, a digital-first approach, effective client problem resolution, and the strategic use of digital tools.

Ensure compliance with Northwest's policies and procedures, and Federal/State regulations.

Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency.

Ensure compliance with Northwest's policies and procedures, and Federal/State regulations

Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

Work as part of a team

Work with on-site equipment

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

High School Diploma or equivalent preferred

Work Experience

Less than one year Banking and/or retail experience

Less than one year Sales experience or Customer Service experience preferred

General Employee Knowledge, Skills, and Abilities

Ability to establish effective working relationships among team members and participate in solving problems and making decisions

Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written

Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information

Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information

Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

A t Northwest, we're here for what's next. Whether we're finding opportunities for families, businesses and communities or opening doors for our team, we share a passion for helping the people around us succeed. And we know that in order to provide the highest level of care, we need to understand unique experiences and perspectives. That's why, whether you're interested in a corporate role or something customer-facing, your talent and voice matter. Here, you belong. Working at Northwest, you'll find that we recognize our employees for the important work they do through competitive compensation and benefits, professional development opportunities and by regularly celebrating wins along the way. So, take a look at the opportunities here. And join us as we move into the future making a difference for the people we serve.

Similar Jobs

Key Private Bank Senior Portfolio Strategist

KeyBank • Indianapolis, IN • 1h ago

Finance, Accounting & Banking

Location: 10 West Market Street, Indianapolis Indiana Job Summary The KPB Sr Portfolio Strategist advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or...

1h ago

Go to Apply

Business Banking Underwriting Manager

U.S. Bank • Indianapolis, IN • 1h ago

Finance, Accounting & Banking

Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make bet...

1h ago

Go to Apply

Credit Analyst 6

U.S. Bank • Indianapolis, IN • 1h ago

Finance, Accounting & Banking

1h ago

Go to Apply

Business Development Manager (Accounting and Finance Talent Agency experience preferred)

Vaco • Indianapolis, IN • 1h ago

Finance, Accounting & Banking

Welcome to Vaco - an uncommon company with an empowered culture. At Vaco, we welcome talented innovators seeking a collaborative environment where creative freedom rings. Since 2002, we have expanded to more than 40 loca...

1h ago

Go to Apply

Damage to State Property Claims Accountant

State of Indiana • Indianapolis, IN • 2h ago

Finance, Accounting & Banking

Damage to State Property Claims Accountant Date Posted: May 22, 2026 Requisition ID: 478188 Location: Indianapolis, IN, US, 46204 Work for Indiana Begin a fulfilling career with the State of Indiana by joining one of the...

2h ago

Go to Apply

Claims Specialist

State of Indiana • Indianapolis, IN • 2h ago

Finance, Accounting & Banking

Claims Specialist Date Posted: May 22, 2026 Requisition ID: 477911 Location: Indianapolis, IN, US, 46204 Work for Indiana Begin a fulfilling career with the State of Indiana by joining one of the largest employers in the...

2h ago

Go to Apply

Claims Analyst - REMOTE

Ryder System • Indianapolis, IN • 1d ago

Finance, Accounting & Banking

Job Seekers can review the Job Applicant Privacy Policy by clicking here ( http://ryder.com/job-applicant-privacy-policy ) . Job Description : Summary The Claims Analyst handles complex and high exposure bodily injury an...

1d ago

Go to Apply

Staff Accountant

Robert Half • Carmel, IN • 1d ago

Finance, Accounting & Banking

Description Staff Accountant (Contract-to-Hire) - Hospitality Industry | Immediate Start We are working with a client in the hospitality industry to hire a Staff Accountant on a contract-to-hire basis. This is a fully in...

1d ago

Go to Apply

Credit Portfolio Manager 2

U.S. Bank • Indianapolis, IN • 1d ago

Finance, Accounting & Banking

1d ago

Go to Apply

Staff Accountant

Robert Half • Pendleton, IN • 1d ago

Finance, Accounting & Banking

Description We are looking for a Staff Accountant to join a growing team in Pendleton, Indiana. This Long-term Contract position is ideal for an accounting specialist who enjoys managing core financial activities, mainta...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)