Universal Banker III | Chesterfield

Chesterfield, Missouri
May 01, 2024
Aug 22, 2024
Full Time

The Universal Banker is responsible for making referrals and selling all bank products and services to customers and non-customers in a needs-based manner to fully meet all their financial needs. In addition, efficiently process daily transactions for customers while providing excellent customer service.



  • Identify customers’ and non-customers’ lending needs and sell all appropriate products and services.

  • Service customer’s accounts as needed and proactively communicate with customers to ensure their financial needs are met.

  • Act as an on-the-job coach to new Universal Bankers and Tellers; ensuring that they have continued
    support during and after the mentor period.

  • In concert with Service Center leadership and the Private Client team, cross-sell a full range of banking
    services and products to present and potential customers.

  • Perform basic teller transactions.

  • Make referrals to Bankers.

  • Balance cash drawer on a daily basis.

  • Scan work for image branch capture.

Knowledge of:

  • Strong sales and customer service skills

  • Strong oral and written communication skills

  • Basic math and accounting functions

  • The basic tenets of lending and assessing a customer’s financial needs

Ability to:

  • Accurately count money

  • Perform duties and make decisions under frequent time pressures

  • Stand for extended periods of time

  • Lift 50 pounds

  • Explain products and services to current and potential customers

  • In concert with Service Center leadership and other LOB, participate in cross-selling


  • Requires a High School diploma.

  • 2 years of banking experience with lending responsibilities required

  • 1 year of previous training and/or combination of mentorship, military or management experience

  • Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Universal
    Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage
    Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the
    Universal Banker must immediately attain active registration upon employment. Universal Bankers
    who fail to maintain an active and current registration will be unable to lend and may be subject to
    disciplinary action, up to and including termination of employment.

  • Requires knowledge of Microsoft Office.


  • Customer Service - Adheres to The Busey Promise service standards set by Service Excellence in order
    to anticipate and exceed the needs of our customers, both internal and external.

  • Functional Knowledge and Technical Skills - Skilled in job-specific knowledge that is necessary to
    provide the appropriate quantity and quality of work in a timely and efficient manner.

  • Accountability - Work behaviors demonstrate responsible personal and professional conduct, which
    contributes to the overall goals and objectives of Busey.

  • Interpersonal Relations (Teamwork) - Interacts effectively with others to establish and maintain
    smooth working relations.

  • Attention to Detail - Working in a conscientious, consistent and thorough manner.

  • Oral Communication - Communicating ideas and information verbally to ensure that information and
    messages are understood and have the desired impact.

  • Sales Focus - Providing added value and needs based solutions to clients.


Duties are performed in an office setting and include physical demands such as the manual dexterity and skill to operate standard office equipment. Reasonable accommodations may be made to enable people with disabilities to perform the essential functions of this position.

The above statements are intended to describe the general nature of work being performed by people
assigned to this job. They are not intended to be considered an exhaustive list of all responsibilities,
duties, and skills of the people so classified.

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence.Busey is an Equal Opportunity Employer including Disability/Vets. VisitBusey.com/Careersto learn more about Busey’s Equal Opportunity Employment.

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