The Universal Banker position is a regular, full-time role that requires English fluency and involves working the 1st shift. The primary responsibilities include completing client transactions efficiently and accurately, providing superior customer service, identifying client financial needs, and supporting sales and service activities. This includes assisting with outbound calling and Integrated Relationship Management (IRM) activities. The role also involves educating clients on digital banking solutions, participating in team sales processes, and adhering to operational procedures and risk management policies. Universal Bankers serve as a secondary contact for new account openings and problem resolution, offering applicable products and services.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED