What are the responsibilities and job description for the Universal Banker position at PSB Corporation?
*Employee would be primarily working at Denver location but would also have time at Waverly location. Must be available to work until 6 pm and have 2 years of experience working as a Teller or Universal Banker.
The Universal Banker plays a critical role in delivering high-quality customer experiences while balancing transactional efficiency, operational accuracy, consultative conversations, and risk management. This role requires versatility — seamlessly transitioning between teller transactions, service support, and needs-based solution conversations.
DAILY RESPONSIBILITY EXPECATIONS
Assist with branch opening / closing procedures.
Prioritize customer follow up and expected branch traffic flow.
Balance teller transactions, service requests, and incoming call requests.
Stay intentional with every interaction — listen actively, identify needs, and document key details.
Review branch goals/needs, personal production objectives.
Support lobby management by greeting and directing customers appropriately.
Adjust priorities as branch traffic and staffing needs shift.
Maintain cash drawer accuracy and adhere to operational procedures.
Complete outstanding follow-ups (calls, emails, documentation).
Assist with opening Checking and Savings Accounts, and Certificates of Deposit.