Universal Banker

The Universal Banker provides a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identify financial needs and recommend solutions.

Requirements

• Provide excellent customer service to clients
• Keep current and be knowledgeable of all Bank's products and services
• Maintain customer information and identify customer needs
• Proactively contact customers to present pre-approved offers and schedule customer meetings
• Communicate clearly and accurately to customers of financial products/services
• Identify and refer customers to other Bank associates or departments
• Participate in daily operations of the Branch and comply with all department and company policies
• Contribute to the responsibility of meeting monthly branch and/or individual scorecard goals

Benefits

• Cash bonuses
• Long-term incentives
• Commissions
• 401k Matching
• Retirement Plan
• Paid Time Off