Specialist II - Universal Banker (CSR) Floater-Fair Lakes

About the role

Branch Delivery is responsible for delivering high-quality, consistent client experiences across branch locations while ensuring operational excellence and adherence to bank policies and regulatory requirements.

• 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

Responsibilities

The Universal Banker Role responds to customers' needs by processing routine banking transactions at teller window or on the platform under minimal supervision, and provides flexibility of coverage for the branch. Engages in broad range of sales and service activities to provide superior level of customer service.

• Opening new accounts
• Handling teller transactions
• Marketing and cross-selling bank products and services
• Resolving complex customer service issues
• Utilizes banking knowledge to identify additional sales and service opportunities
• Builds rapport to engage prospects in a banking relationship and enhance existing customer relationships
• Refers customer to other banking services and other bank personnel as appropriate
• Other duties as assigned
• Working under moderate supervision
• Problems are typically of a routine nature, but may at times require interpretation or deviation from standard procedures
• Communicates information that requires some explanation or interpretation

Requirements

• Requ