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Universal Banker

AAA Omaha, NE

Job Description

Job Description

Receive and process telephone calls for customer service requests and sales in a call center environment.  Communicate with customers via email and online chat.  Navigate through various sources to gather the necessary information in order to respond to customer questions or concerns and resolve issues in a timely manner. Provide banking account information and explain product features to customers.    Assist customers with technical difficulties related to online, mobile and automated banking systems to include: electronic transfers, online enrollment, etc.  Assist customers in completing financial transactions related to their bank accounts.  Open deposit products such as checking, savings, CD, IRA accounts and safe deposit boxes.  Process deposit applications from the field.  Make outbound calls to customers to follow-up on applications and service requests.  Follow-up with customers and internal departments to ensure that all documentation is received and in compliance with bank procedures.  Promote seamless service to ensure customer satisfaction goals and standards are met.


Identify opportunities to cross-sell bank and The Auto Club Group products and services including: deposit products, loans, trust, credit cards and AAA membership and insurance.  Conduct sales calls to increase deposits and loans and offer additional bank products and services in the effort to retain existing customers.  Determine the need for a particular type of product/service and refer to appropriate area (i.e.: Mortgage, Auto and Consumer Lending) as necessary.  Demonstrate a clear understanding and application of bank and regulatory procedures.



  • 1 year personal banking experience or 3 years retail sales experience
  • working within a customer service environment
  • High school diploma or equivalent

Knowledge of:

  • Microsoft Word, Excel and Outlook
  • effective business writing skills
  • customer service techniques
  • selling techniques

Ability to:

  • service customer bank inquiries
  • provide a high level of customer service to meet bank customer needs
  • open and maintain deposit accounts for customers
  • accept  consumer loan applications, follow-up with customers on documentation and close in-person consumer loans 
  • perform account maintenance on customer accounts
  • sell bank products and services to consumers by phone, through e-mail or through online chat
  • effectively communicate with current and potential customers by phone or through online chat 
  • balance cash vault, teller drawer and ATM
  • perform bank image capture
  • comply with all banking regulations, including deposit regulations, lending regulations, and know your customer regulations as they relate to the job functions


The Auto Club Group offers a competitive compensation and benefits package including a base salary with performance based incentives; medical/dental/vision insurance, pension, 401(k), generous time off, a complimentary AAA Membership and much more!


Important Note: The above statements describe the principal and essential functions, but not all functions that may be inherent in the job.  This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements.  Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.


The Auto Club Group, and all of its affiliated companies, is an equal opportunity/affirmative action employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.


Job Details

Date Posted November 16, 2017
Date Closes January 15, 2018
Requisition 170001ZW
Located In Omaha, NE
SOC Category 00-0000.00