Printer-friendly versionPrinter-friendly version

Universal Banker


This multi-role retail banking position will provide important support to each of the retail banking areas: the teller line, the customer service desk, the personal banking area and the safety deposit area. The ideal candidate must have teller experience and either 1) some personal banking experience, or 2) a strong desire to learn personal banking. Must have exceptional customer service skills, enjoy working in a team environment, be able to work independently, exercise sound judgment and adapt to the needs and environment of our busy branches.

Primary responsibilities will include:

  • Perform typical teller duties
  • Open/close all types of retail and commercial deposit accounts
  • Provide banking services by responding to customer inquiries
  • Perform daily maintenance on existing accounts – including overdrafts, returned mail, safe deposit, wire transfers, check orders, online banking questions, etc.
  • Expand and retain both new and existing relationships by understanding and matching client’s financial needs
  • Answer phones in a courteous and professional manner
  • Assist customers with entry to Safe Deposit Box. Process Safe Deposit Box payments
  • Available to work Saturdays (7-2) and flexible hours during the week to include opening shifts (7-4) and closing shifts (10-7)
  • Providing support to team members across the retail banking department
  • Other duties and responsibilities as assigned

Education/Learning Experience

  • A High School diploma or equivalent is required
  • Knowledge of administrative and clerical procedures
  • Knowledge of computers and relevant software applications
  • Knowledge of customer service principles and practices

Work Experience:

  • At least one year of Teller experience preferred
  • Previous personal banking experience preferred
  • Customer service experience required, including building and maintaining customer relationships
  • Experience working on Metavante/FIS is helpful


  • Ability to work as a team to accomplish tasks required
  • Customer service orientation
  • Excellent verbal and written communication skills
  • Proficient in Word, Excel and Outlook. Ability to learn other bank software as required
  • Ability to multi-task
  • Exceptional attention to detail
  • Ability to organize and plan
  • Ability to take initiative, willingness to be flexible and adapt to changing demands
  • Reliable

Lake Forest Bank & Trust is an Equal Opportunity Employer AA M/F/Vet/Disability.

To complete our online employment application, click here



  • Service clients in a courteous and professional manner, consistent with our community bank philosophy
  • Perform typical teller duties
  • Meet teller standards, including balancing daily with minimal differences
  • Must be flexible to work opening/closing schedule and Saturdays
  • Answer phones in a courteous and professional manner
  • Work in a team environment
  • Other duties as assigned

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the associate a general sense of the responsibilities and expectations of his/her position. As the nature of business demands change so, too, may the essential functions of this position.


Ideal candidate will be customer-oriented and a team player

Education Required:

  • High school diploma or equivalent

Experience Required:

  • Prior Teller experience - or solid cash handling experience
  • Exceptional customer service skills
  • Attention to detail and accuracy
  • Retail experience helpful
  • Must be flexible to work occasional opening/closing shifts and most Saturdays

Lake Forest Bank & Trust is an Equal Opportunity Employer AA M/F/Vet/Disability.

To complete our online employment application, click here