The Universal Banker is an entry-level position responsible for assisting in the execution of sales, products or service activities in coordination with the customer service team, fostering relations with customers to build loyalty and increasing sales.
Requirements
- Assist in basic account opening for existing customers
- Provide service delivery to internal/external customers to resolve account service issues
- Execute financial transactions in accordance with bank policies and procedures
- Refer opportunities to segment partners where appropriate
- Create sales opportunities out of service transactions and resolve customer complaints/issues promptly and effectively
- Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.
- Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
Benefits
- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages (vacation, sick leave, holidays)
