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Added 3 mins ago
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Optical Manager, Non-Certified – Sam’s Club
Sam's West, Inc.
TX
- $24.5 to $36.5 USD / hour
…repairs or replacements to maintain uninterrupted clinical…
Added 8 mins ago
EV
Fiscal Services Assistant
EVERGREEN VIRTUAL ACADEMY
Portland, OR
- $49,920 to $60,320 USD / month
…processing deadlines, and refers exceptions to the Business Manager. The position supports reception and clerical operations at the Portland Business Office/Warehouse and coordinates daily…
Added 13 mins ago
Maintenance Technician
NEW EARTH RESIDENTIAL LLC
Salt Lake City, UT
To support and assist all aspects of the community operations, while reporting to and acting under the direction of the Service Supervisor & Community Manager.
Added 16 mins ago
AR
Floating Property Manager
Avenue5 Residential, LLC
Corvallis, OR
- $38 to $42 USD / hour
The property manager is responsible for the overall operations of the property. This includes ensuring efficient operations, overseeing supplier contracts, maintenance, lease…
Added 20 mins ago
DO
Senior Systems Administrator - Hybrid Telework
Department of State Hospitals
CA
- $8,625 to $11,557 USD / month
Under the general direction of the Information Technology Manager I, Enterprise Infrastructure Server Manager, the Information Technology Specialist II performs a wide variety of tasks in…
Added 21 mins ago
Manager, Nursing Case Management
Los Angeles LGBT Center
Los Angeles, CA
JOB SUMMARY: Under the supervision of the Director, Nursing & Case Management Services, the Manager, Nursing Case Management (RN) provides direct supervision and oversight of the RN Care…
Added 22 mins ago
Associate - Deposit & Liquidity Product Management - Transaction Banking Product, TD Securities
TD Securities (USA) LLC
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The Associate, Liquidity Product Management, is a critical role responsible for defining and executing the strategic roadmap for the Product Management’s liquidity product suite, including…
Added 24 mins ago
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Part-Time Sales Associate - Famous Footwear
Famous Footwear
Dickinson, TX
- Part-time
As a Famous Footwear Sales Associate, you are passionate about providing the best shoe store experience for every customer. You do this by creating a welcoming environment and in-store…
Added 25 mins ago
Systems Administrator
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Carlsbad, NM
Plan, coordinate, and execute with Network engineers, Service Desk, federal staff, and the IT Operations Manager to manage and maintain enterprise-level IT infrastructure, ensuring high…
Added 25 mins ago
Network Engineer T4 (Lead)
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Washington, DC
…issues and leads the design, engineering, integration, and operations of CLIENT's enterprise network infrastructure. The Network Engineer T4 (Lead) works closely with the Contractor Program…
Added 25 mins ago
Call Center Supervisor (Swing shift)
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Nashville, TN
…supervision of a team of Call Center agents, ensuring that day-to-day operations run smoothly and that service delivery standards, performance metrics, and customer satisfaction goals are…
Added 25 mins ago
Quality & Safety Manager
Koniag Government Services
Arlington, VA
Koniag Operations Services, a Koniag Government Services company, is seeking an experienced Quality & Safety Manager to lead comprehensive quality control and safety programs at critical…
Added 25 mins ago
Quality & Safety Manager
Koniag Government Services
Charleston, SC
Koniag Operations Services, a Koniag Government Services company, is seeking an experienced Quality & Safety Manager to lead comprehensive quality control and safety programs at critical…
Added 25 mins ago
Quality and Safety Manager
Koniag Government Services
Arlington, VA
Koniag Operations Services, a Koniag Government Services company, is seeking an experienced Quality & Safety Manager to lead comprehensive quality control and safety programs at critical…
Added 25 mins ago
Deputy Program Support Manager
Koniag Government Services
Washington, DC
Kadiak, LLC is seeking experienced, motivated, career and customer-oriented Deputy Program Support Manager personnel to join our team. The Deputy Program Support Manager (DPSM) is…
Added 25 mins ago
Program Manager
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The Program Manager will lead a dynamic team of engineers and operations analysts across six disciplinary lanes, focusing on architectural and engineering projects in addition to…
Added 25 mins ago
Microsoft Identity SME (REMOTE)
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…Enhancement Studies effort. Working in close coordination with the Program Manager, Study Lead Engineers, and Identity Architects, the Microsoft Identity SME will ensure that all…
Added 26 mins ago
VP, Asset Management Debt & Alternative Investments
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New York, NY · Richardson, TX
Harbor Group International (HGI) is a leading global private equity real estate investment manager, with $21 billion in assets under management. HGI's vertically integrated platform offers…
Added 32 mins ago
Workplace Experience Associate
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Swiftwater, PA
…sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program…
Added 32 mins ago
Float Senior Universal Banker
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Under the direction of the Branch Manager, Universal Banker is at the forefront of customer interactions as part of a branch-based team that provides high quality service that earns the…
Added 32 mins ago
Lead java engineer with aws
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Added 32 mins ago
DATA PRODUCT MANAGER
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The Data Product Manager is accountable for the successful delivery, adoption, governance, and ongoing value realization of Power BI dashboards and analytics products. They serve as the…
Added 32 mins ago
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Manager, PX, GWE, North America Commercial Site Works
Pfizer
Collegeville, PA
- $99,200 to $165,400 USD / year
Based in Collegeville, Pennsylvania, the Manager, PX, GWE, North America Commercial Site Works is accountable for the long-term performance, reliability and investment strategy of assigned…
Added 33 mins ago
Store Communications Administrative Coordinator
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Manage Associate recognition program across stores organization.
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Maintenance Service Manager
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HomeTrust Bank

Universal Banking Associate

Charlotte, NC, United States

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Job details

Experience: 5+ years of public contact or sales experience.
Posting language: English
Posted: Nov 5, 2026

Original job description

Job Summary

The Universal Banking Associate is responsible for providing elite customer service through the efficient management of customer interactions and will provide solutions based on the customer’s needs. The Universal Banking Associate handles transaction processing to establishing new customer relationships and enhances existing relationships through in-business center interactions as well as phone conversations.

Key Responsibilities / Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Attract and retain customer relationships by delivering elite customer service both in person and by phone, identifying customer needs and suggesting appropriate products and services to solidify and enhance relationships.
Serve as primary customer contact for transaction processing, new account opening and account maintenance requests.
Participate in outbound client phone calls to support business center development.
Handle transactions on the teller line and move to a lobby workstation for customer conversations and new account opening, creating a central location for the customer’s financial needs.
Receive checks and cash for deposits to accounts, verify amounts, examine checks for proper endorsement, enter deposits into computer records, and places holds on accounts for uncollected funds.
Cash checks and process withdrawals, pay out money after verification of signatures and customer balances.
Receive and process mortgage, consumer loan, and other payments, and ensure the payments match balances due.
Responsible for checking night depository bags and recording proper information on the financial institution’s forms.
Keep all cash and negotiable items secure at all times, balance cash drawer at the end of the shift and compare total amounts to computer generated proof sheet, reporting any discrepancies to the supervisor.
Perform as the vault custodian maintaining control and balance of the vault.
Provide a complete range of customer services including wire transfers, explain bank products and service features and benefits, gather customer information to set up new consumer and business accounts, and process updates or provide maintenance on existing accounts.
Serve as an IRA specialist for opening new IRAs, processing contributions and distributions.
Participate in retail and business sales, service and product training meetings, team huddles, and other meetings as scheduled, and assist and facilitate business center adherence to operations and audits.
Directly promote and offer solutions for all retail and business bank products and services, including checking, savings, money market, certificates of deposit, debit card, online/mobile banking, and consumer loans, including HELOC and business loans.
Promote and introduce other financial institution products and services to customers and make appropriate referrals, including mortgage referrals, investment services, and treasury management services, and business banking
Provide micro-lending services to clients and make appropriate referrals to Business Center Manager or Business Banker.
Maintain confidentiality and security of sensitive information.
Adhere to all corporate policies and procedures, Federal and State regulations and laws.
Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection, and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws.
Complete all mandatory annual compliance training.
Perform other duties and special projects as assigned.

Job Requirements

Education:

High school diploma or equivalent required.

Required:

5+ years of public contact or sales experience.
Experience in SSA position or equivalent at another financial institution.
Above average PC and technology skills, and ability to use applicable software and operation branch automation systems.
Familiarity with all federal and state banking regulations pertaining to lending and consumer finance, including fair lending laws, the Bank Secrecy Act, and the US Patriot Act.
Thorough knowledge of the Teller system and all applicable system applications, basic and complex consumer account opening and maintenance activities, all transaction processing functions performed at teller window, and processing wire transfers.
Sales/Service skills - knowledge of bank products and services, sufficient to identify and fill customer and prospect needs, conduct sales/service dialogue with customers and prospects both in-person and by phone, and/or refer quality business.
Stay abreast of all changes in policies and procedures related to retail and consumer lending products.
Excellent verbal and written communications skills, ability to resolve customer concerns/issues in a positive manner, and high attention to detail.
Successful completion of in-house training programs or other approved or assigned training programs for new accounts function within one year of accepting position.
Actively learns, demonstrates, and fosters the HomeTrust corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Team and goal-oriented style – works cooperatively to attain branch and individual sales and service goals within bank standards and guidelines.
Ability/desire to gain credibility as a knowledgeable financial problem solver.
Ability to understand and use bank policies and procedures to ensure operational efficiency and regulatory compliance.
Ability to work with limited or no direct supervision.
Must be organized and possess an aptitude for basic math.
Ability to think and act independently within guidelines and limitations of bank policy and assigned personal authority.
Proficient in Microsoft Office products.

Preferred:

Associate/bachelor’s degree in relevant field.

About HomeTrust Bank

HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Learn more at www.htb.com. Apply today to take your first steps towards joining this talented population of employees within a growing organization.

Work Environment, Physical Requirements

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees.

This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and scanners.
Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
Physical activity requiring reaching, sifting, lifting to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required.
The employee will frequently communicate and must be able to exchange accurate information with others.
The employee may need to move around their office to attend meetings and to access files, machinery, or other job-related tools.

DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

HomeTrust Bank’s policy is to provide equal employment opportunities to all persons regardless of race, color, religion, sex (including sexual orientation and gender identity), national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by federal law. Employment decisions will be based on valid job requirements and business needs, and we administer personnel actions (including recruitment, selection, promotion, compensation, benefits, transfers, layoffs, training, and social/recreation programs) without discrimination on any prohibited basis.

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