The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. The role delivers high-quality client service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The position engages clients in courteous conversations, completes standardized and more complex transactions, educates clients about digital and self-service banking options, and supports outreach and referrals. It also serves as a secondary contact for new account openings and problem resolution. The banker follows operational controls, procedures, and risk-management policies and participates in required team routines, meetings, and training.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED