The Universal Banker provides timely and efficient client transactions, maintains accurate records, and properly handles assigned funds. The role delivers high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular emphasis on outbound calling and Integrated Relationship Management (IRM) activities. The position provides a distinctive client experience through courteous interactions and standardized or complex transactions, and helps clients use digital and self-service banking options. It supports outreach and sales efforts, contributes to established retail leadership routines, and maintains product knowledge through meetings and training. The role also follows operational controls and risk policies and 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