Full-Time Universal Banker

About the role

This position involves providing exceptional sales and customer service support through teller and platform functions, including processing financial transactions, opening accounts, and cross-selling products to meet client needs. Assist clients with account inquiries, resolve issues, and ensure a positive experience. Conduct outbound calls, participate in campaigns, and support new account and loan applications. Support daily banking operations, compliance, and risk management activities. Contribute to team training, operational updates, and process improvements.

Responsibilities

• Providing exceptional sales and customer service support through teller and platform functions
• Processing financial transactions
• Opening accounts
• Cross-selling products to meet client needs
• Assisting clients with account inquiries
• Resolving issues
• Ensuring a positive experience
• Conducting outbound calls
• Participating in campaigns
• Supporting new account and loan applications
• Supporting daily banking operations
• Supporting compliance and risk management activities
• Contributing to team training
• Contributing to operational updates
• Contributing to process improvements

Qualifications

• High school diploma or GED
• 1+ years of teller experience preferred
• No supervisory responsibilities
• Employment contingent upon background checks and compliance with relevant regulations, including the S.A.F.E Mortgage Licensing Act

Skills

• Proficiency in Microsoft Office and office equipment such as calculators and coin counters
• Ability to perform essential duties satisfactorily and adapt to training and regulatory requirements