Universal Banker
About The Position
The Universal Banker represents the bank in a manner that promotes the bank's brand through delivery of exceptional customer service, contributing to its growth, and maintaining and expanding customer relationships by proactively engaging with customers to discover their financial needs and provide product recommendations. Responsible for successful delivery of a range of banking products and services, including opening accounts, account maintenance, lending opportunities and conducting customer financial transactions in compliance with our policies, procedures, and security requirements as well as government regulations. As a frontline representative of the bank, you have the extraordinary opportunity to be our first impression by engaging with our customers and community partners in the banking center and throughout the city. You will serve as a trusted advisor to develop and deepen relationships with those we serve in order to uncover financial needs and recommend the best products and services to help customers on their financial journey. You will also support the bank’s brand and growth by actively serving the community through various volunteer activities.
Requirements
- High school diploma or general education degree (GED)
- Minimum of one year of sales experience or one year of experience in a financial institution having performed as a teller and/or personal/universal banker; new account experience preferred
- Strong customer service and sales skills
- Knowledge of deposit and credit banking products
- Strong communication and collaboration skills
- High level of attention to detail
- Ability to represent the bank in a manner that maintains and expands customer relationships, contributes to the bank’s growth, and enhances its image
Responsibilities
- delivery of exceptional customer service
- contributing to its growth
- maintaining and expanding customer relationships by proactively engaging with customers to discover their financial needs and provide product recommendations
- successful delivery of a range of banking products and services, including opening accounts, account maintenance, lending opportunities and conducting customer financial transactions in compliance with our policies, procedures, and security requirements as well as government regulations
- develop and deepen relationships with those we serve in order to uncover financial needs and recommend the best products and services to help customers on their financial journey
- support the bank’s brand and growth by actively serving the community through various volunteer activities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
11-50 employees
