Specialist III - Universal Banker (UB) University Blvd.

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

• 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 in a banking relationship and enhance existing customer relationships
• Referring customers to other banking services and other bank personnel as appropriate
• Other duties as assigned

Requirements

• Typically requires 5+ years of relevant experience
• May require vocational or technical training
• Broad knowledge of operational procedures and tools obtained through extensive work experience
• Ability to work under limited supervision for routine situations