Senior Universal Banker
Tharp Consulting · Nolensville, TN · 3 days ago
FinanceFull-time
Role Summary: This position involves delivering high-quality customer service by processing daily financial transactions, opening accounts, and introducing banking products through outreach efforts. Key Responsibilities Support teller and platform operations to minimize client wait times and ensure service excellence, including deposits, currency handling, and account openings.Identify client needs via consultative conversations and recommend suitable banking products and services.Open and process new deposit accounts such as savings, IRAs, and certificates of deposit.Drive business growth through cross-selling, referrals, and outbound client/prospect calls, especially during campaigns.Assist clients with loan applications and coordinate with relevant staff for processing.Resolve client inquiries, research issues, and deliver exceptional service to enhance client experience.Ensure compliance with bank policies, regulations, and risk management protocols.Support daily operations, audit controls, and training of new associates, maintaining operational efficiency. Qualifications & Skills: High school diploma or GED with 3-5 years of experience. Proficiency in Microsoft Office and office equipment. No specific licenses required. Ability to perform essential duties satisfactorily is necessary.