Senior Universal Banker

Role Overview

This position involves providing comprehensive support in sales, service, and operational functions within a financial institution.

Key Responsibilities

• Assist clients with account opening, deposits, withdrawals, and transaction processing to ensure efficient customer service.
• Support client needs through consultative conversations, recommending appropriate products and services.
• Conduct outbound calls to clients and prospects, participate in campaigns, and develop new business opportunities.
• Assist with loan applications, processing, and client follow‑up, ensuring proper handoff to processing teams.
• Help bank associates with daily operations, including audit controls and training of new staff.
• Maintain compliance with bank regulations, policies, risk management, and internal controls.
• Enhance client experience by promptly resolving inquiries and issues, delivering excellent service.
• Stay informed on operational updates and product knowledge to better serve clients.
• Perform other related duties as assigned to support team objectives.

Qualifications & Skills

• Ability to perform essential duties satisfactorily, with relevant education and experience or equivalent skills.
• Strong customer service, communication, and problem‑solving skills.
• Knowledge of banking operations, products, and compliance standards.
• Proactive, detail‑oriented, and adaptable to changing priorities.
• Committed to maintaining confidentiality and demonstrating ethical conduct.