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The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned funds. The role delivers quality client service by identifying and understanding financial needs and is cross-trained to support sales and service activities, especially outbound calling and Integrated Relationship Management (IRM). The position engages clients in courteous conversations, performs standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service options such as ATMs, online banking, and mobile banking. It also supports outreach and sales activities, refers clients to appropriate team members or specialists, participates in retail leadership routines and training, and follows operational controls, procedures, and risk-management policies. The banker serves as a secondary contact for new account openings and problem resolution and handles a share of the work based on branch demands.
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Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED

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