Universal Banker

The Universal Banker role involves assisting clients with exceptional customer service, processing transactions, and cross-training in all servicing functions of the platform to support bankers and continue to assist clients as needed.

Requirements

• Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience.
• Executes a variety of transactions in accordance with applicable policies and procedures, and with a high level of accuracy and efficiency while maximizing the sales potential of every interaction.
• Identifies client’s profiles and their respective needs, asks need revealing questions, identifies client CUES, makes appropriate benefit statements, handles objections, closes the referral to the appropriate business partner, ensures client retention and client service satisfaction.
• Maintains the highest level of confidentiality with all information obtained.
• Promotes the Bank’s products and services.
• Adheres to cash handling, operational, security and BSA/AML policies and procedures to avoid liability.
• Handles checks, debit/credit tickets and all other necessary transactions such as, loan payments within established limits.
• Ensures accuracy and adequacy of bank currency and coin supply and verifies cash shipments. Including but not limited to, ordering, shipping currency & coins.
• Cross-trained to performs balancing of ATMs, TCR,as applicable and night depository.
• Ensures that all teller work is correctly & timely scanned through branch remote capture on a daily basis.
• Responsible for sending files and documents for storage following bank guidelines.
• May assist the rest of Business Center staff with other duties:

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Visa Sponsorship
• Four Day Work Week
• Generous Parental Leave
• Tuition Reimbursement
• Relocation Assistance