Full-Time Universal Banker

About the role

Provide accurate, timely customer service in a retail banking environment by processing transactions, opening accounts, and promoting bank products and services. Support daily operations through teller and platform activities, including deposits, withdrawals, and account openings. Build client relationships via consultative conversations, cross-selling, and outbound calls to meet sales and referral goals. Assist clients with loan applications and resolve inquiries promptly to enhance client experience.

Responsibilities

• Perform financial transactions and support account management activities.
• Identify client needs and recommend suitable banking products and services.
• Open and process new deposit and savings accounts, IRAs, CDs, and money market accounts.
• Engage in outbound calls to foster client relationships and support campaigns.
• Assist clients with loan applications and coordinate with relevant associates.
• Ensure compliance with bank policies, regulations, and risk management protocols.
• Support operational efficiency and assist in training new staff as needed.

Qualifications

• High school diploma or GED; 1+ years of teller experience preferred.
• Proficiency in Microsoft Office; familiarity with 10-key calculator and coin counter.
• Excellent communication, customer service, and problem-solving skills.
• Ability to perform essential duties satisfactorily; equivalent education/experience acceptable.

Additional notes: No supervisory responsibilities. Ongoing compliance with background checks and banking regulations required. Certifications are not necessary.