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
- High school diploma or equivalent required, Bachelor’s degree a plus
- Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
- Prior experience in handling and being accountable for money is required
- Ability to successfully complete the Bank’s in-house Training Program within a reasonable timeframe required
- Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
- Excellent verbal and written communications skills in Spanish or additional language a plus.
- Ability to perform basic math calculations is required
- Demonstrates ability to interact confidently with clients is essential
- Ability to be initiative in self-directed learning of Bank’s products/services in order to expand and become well versed with the products/services offered.
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office Products (Word, Excel) required
- Understanding and working knowledge of appropriate core banking system is beneficial
- Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
- Demonstrated professionalism is required
- Ability to travel within branch region of up to 15%