The Universal Banker position is a part-time role requiring 20 hours per week. This role involves completing client transactions efficiently and accurately, handling money properly, and delivering superior customer service by understanding client financial needs. The position also supports sales and service activities, including outbound calling and Integrated Relationship Management (IRM) tasks. The goal is to provide a distinctive client experience, educate clients on digital solutions, and support the team's sales process. Adherence to internal controls, operational procedures, and risk management policies is essential. The 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