Universal Banker (Mason)

Home Office: Mason

Job Summary

The Universal Banker is responsible for providing exceptional customer service by performing teller transactions, opening and maintaining consumer accounts, and identifying customer needs to recommend appropriate banking products and services. This position supports the bank’s mission by delivering a consistent, relationship focused banking experience while adhering to all policies, procedures, and regulatory requirements.

The Universal Banker is assigned to the Mason office as their home location and will float to other offices as business needs require.

Job Duties

• Primary Responsibilities
  • Accurately process a variety of teller transactions, including deposits, withdrawals, payments, and cash handling.
  • Open and service consumer deposit accounts, including checking, savings, CDs, and related services.
  • Conduct customer needs based conversations and recommend appropriate products and services.
  • Identify referral opportunities for Mortgage, Treasury Management, Wealth, and other departments.
  • Maintain compliance with all bank policies, procedures, and regulatory requirements (including BSA/AML).
  • Utilize bank systems and CRM tools to document customer interactions and referrals.
  • Respond professionally to customer inquiries and resolve issues efficiently.
  • Promote digital banking tools and educate customers on self service options.
  • Maintain a high level of confidentiality and professionalism at all times.
  • Participate in training, coaching, and continuous development activities.
  • Works collaboratively with the Mason office team and supports other retail offices when needed.
  • Adheres to all Federal and State laws and regulations, including the Bank Secrecy Act.
  • Other duties as assigned.
• Home Office & Float Expectations
  • The Mason office is the Universal Banker’s primary and home office assignment.
  • The position is scheduled and staffed primarily in Mason.
  • The Universal Banker may float to other branch locations on an as needed basis to support: 
    • Coverage due to PTO, illness, or vacancies.
    • Business volume or operational needs.
    • Training or temporary assignments.
    • Floating is collaborative and planned whenever possible; however, flexibility is an expectation of the role.

Essential Functions

• To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed in this job description are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position.
• Requires the ability to handle cash, stand for extended periods, and engage with customers throughout the workday.

Qualifications

• Education
  • High school diploma or equivalent, some additional education in banking and/or financial planning would be helpful.
• Skills
  • Strong communication and relationship building skills.
  • Ability to balance transactional accuracy with sales and service conversations.
  • Flexibility and teamwork mindset.
  • Compliance focused with strong attention to detail.
• Experience
  • Previous customer service or banking experience preferred.

FLSA Status:

• Non-Exempt
   

Supervised by

• Regional Retail Community Bank Manager 

Supervises

• None

Management retains the discretion to change this job description at any time.

Dart Bank is a community bank, serving our community since 1925.  We specialize in providing financial services, but we are passionate about serving the community and building real relationships with people.  Dart Bank provides innovative financial services for both personal and business banking, consumer and mortgage loans, commercial loans and lines of credit, merchant credit card processing, investment services and more. Our array of products and services and our longstanding history within our communities shows we care about what matters most for our customers and we are there for them for the most important times in their lives.  Dart Bank. For What Matters Most.

We offer: 

• Medical Benefits 
• Dental 
• Vision 
• 401(K) Plan with Employer Matching 
• Employee Stock Ownership Plan (Profit Sharing) 
• Paid vacation & sick time 
• Flexible scheduling 
• Employee Assistance Program 
• Dart Bank University  

Dart Bank is committed to providing equal opportunity in employment, maintaining a diverse workforce, and prohibiting all forms of unlawful discrimination and harassment.

All employment decisions, policies, and practices, in terms of the recruitment process and other conditions and privileges of employment, will comply with applicable federal, state, and local anti-discrimination laws.  The Company seeks, employs, promotes, and compensates qualified individuals based on ability, as demonstrated by performance and other legitimate nondiscriminatory factors, without regard to race, color, religion, national origin, citizenship, ancestry, sex (including sexual orientation, gender expression, and gender identity), age, physical or mental disability, pregnancy, genetic information, military status, veteran status, or any other protected status under federal, state (in Michigan: marital status, familial status, height, weight, and misdemeanor arrest record), or local law (individually and collectively, “Protected Class”).  This employer participates in E Verify and will provide the federal government with your Form I 9 information to confirm that you are authorized to work in the United States. If E Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so that you can begin to resolve the issue before this employer can take any action against you, including terminating your employment. This employer can only use E Verify once you have accepted a job offer and completed Form I 9.

Technology & Workspace Requirements 

Dart Bank is committed to supporting flexible work arrangements when they align with business and position requirements. Remote and hybrid work are privileges that carry additional responsibilities and workspace requirements to ensure employees can effectively and securely perform their job duties.

To support our technology and security standards, employees are required to have a modern smartphone capable of supporting company authentication and communication applications.

Employees in remote or hybrid roles will be provided with a computer, monitors, docking station, keyboard, and mouse to perform their work. Employees must maintain a work environment that supports the effective performance of their job duties, including a reliable high-speed internet connection with minimum speeds of 25 Mbps download and 5 Mbps upload.