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. This role emphasizes 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 also educate clients on digital self-service solutions and participate in team sales processes and leadership routines. Continuous learning of products and services, adherence to internal controls, and serving as a secondary contact for new account openings and problem resolution are also key aspects of the position.
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Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED