Universal Banker
Dart Bank, Mason, MI, United States
Universal Banker
Mason Main Office - Mason, MI 48854; Universal Float - Mason, MI 48854
Job Description
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
Must be able to perform the essential functions of this position with or without reasonable accommodation.
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.
Supervised by
Regional Retail Community Bank Manager
Supervises
None
Who We Are
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) Employee Stock Ownership Plan
Paid vacation & sick time
Flexible scheduling
Employee Assistance Program
Dart Bank University
At Dart Bank you can expect to be surrounded by a team that will support you and invest in your growth in a quick-paced work environment where we deliver exceptional customer service. We are a local business that cares about our employees and our community.
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 non-discriminatory 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.
Mason Main Office - Mason, MI 48854; Universal Float - Mason, MI 48854
Job Description
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
Must be able to perform the essential functions of this position with or without reasonable accommodation.
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.
Supervised by
Regional Retail Community Bank Manager
Supervises
None
Who We Are
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) Employee Stock Ownership Plan
Paid vacation & sick time
Flexible scheduling
Employee Assistance Program
Dart Bank University
At Dart Bank you can expect to be surrounded by a team that will support you and invest in your growth in a quick-paced work environment where we deliver exceptional customer service. We are a local business that cares about our employees and our community.
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 non-discriminatory 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.