Specialist II - Floating Universal Banker (CSR) University BLVD (Weekdays/Every Saturday)
About the role
Responsible for delivering high-quality, consistent client experiences across needed branch locations while ensuring operational excellence and adherence to bank policies and regulatory requirements. The Universal Banker role responds to customers' needs by processing routine banking transactions at the teller window or on the platform under minimal supervision, providing flexibility of coverage for the branch, and engaging in a broad range of sales and service activities to provide a superior level of customer service.
Responsibilities
- Managing day‑to‑day branch service operations
- Supporting client transactions
- Ensuring accurate and timely execution of all frontline banking activities
- Coaching and supporting branch teams to meet performance expectations
- Implementing process improvements that strengthen service delivery
- Monitoring operational controls to reduce risk and maintain compliance
- Opening new accounts
- Handling teller transactions
- Marketing and cross‑selling bank products and services
- Resolving complex customer service issues
- Utilizing banking knowledge to identify additional sales and service opportunities
- Building rapport to engage prospects and enhance existing customer relationships
- Referring customers to other banking services and personnel as appropriate
- Other duties as assigned
Requirements
- Typically requires 2+ years relevant experience
- May require vocational or technical training
- Basic knowledge of job procedures and tools obtained through work experience
- Ability to work under moderate supervision
- Capability to interpret or deviate from standard procedures when necessary
- Effective communication of information that requires explanation or interpretation
Physical Requirements
- Must be able to stand for extended periods of time
- Must be able to lift objects up to 30 lb
Compensation
Compensation offered will be based on a variety of factors, including education, work experience, skills, certifications, and geographic location.
Benefits
Eligible teammates may participate in a comprehensive benefits package that includes medical, dental, vision, life insurance, disability coverage, paid time off, retirement savings through a 401(k) plan, wellness resources, and other programs designed to support health and financial well‑being, subject to plan terms and eligibility requirements. Certain positions may also be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria.