The Universal Banker position is a part-time role (20 hours per week) responsible for completing client transactions efficiently and accurately while maintaining proper handling of monies. The role involves delivering superior client service, identifying and understanding client financial needs, and supporting sales and service activities, including outbound calling and Integrated Relationship Management (IRM). The Universal Banker will educate clients on digital self-service solutions, support the team's sales process through client outreach, and participate in leadership routines and training to enhance product knowledge. Adherence to internal controls, operational procedures, and risk management policies is crucial. This role also serves as a secondary contact for new account openings and problem resolution.
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Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED