Universal Banker

Job Description

Job Title: Universal Banker
Department: Lobby
Location: Nashville, TN
FLSA Status: Exempt


The Universal Banker is responsible for providing excellent customer service to our customers as well as ensuring the lobby operations run smoothly.

Essential Duties & Responsibilities

  • Greets customers and visitors in the lobby.
  • Opens deposit accounts for new and existing customers, prepares all necessary paperwork, orders checks and debit cards, and sets up any online user information for the new accounts.
  • Identifies the needs of new and existing customers and offers the appropriate services available.
  • Assists customers with any banking questions and concerns and resolves any issues timely.
  • Answers Truxton’s primary phone line, directs calls, and assists with customer calls regarding all general banking questions.
  • Handles the printing and mailing of daily notices, statements, and other customer correspondence.
  • Serves as a back-up teller as needed.
  • Performs other duties as assigned.


Customer service oriented, attention to detail, organizational skills, problem solving and excellent communication skills.  Reasonable accommodations may be made to enable employees with disabilities to perform the essential functions.

Education and/or Experience

Bachelor’s Degree in Business or Finance or other disciplined study, and/or experience in the financial industry.

Language Skills

Ability to effectively communicate both verbally and in writing.

Computer Skills

Ability to effectively communicate both verbally and in writing.

Physical Demands

While performing the duties of this job, the employee must be able to sit, talk, and hear. 

Work Environment

Position is in an office setting that involves everyday risks or discomforts that require normal safety precautions.

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