The Universal Banker is an entry-level position responsible for assisting in sales, products, or service activities in coordination with the customer service team, fostering customer relationships, and increasing sales to individual consumer clients.
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
- Paid holidays