Universal Banker

About the role

A Universal Banker acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs.

Responsibilities

• Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs and tailor product solutions to meet the client’s overall financial needs. This activity may be in the financial center, out-bound calling, visiting businesses or conducting educational seminars.
• Proactively educates clients on alternate delivery methods and channels that make client’s lives easier by providing self-service options, including emerging technology and digital solutions like mobile, online and ATM options, to access their accounts 24 hours a day/7 days a week.
• Refers clients to other business partners to provide clients with experts who can assist them with their specialized financial needs.
• Applies product and procedural knowledge to solve client problems appropriately and efficiently to enhance the client experience.
• Processes a variety of routine and complex transactions for Financial Center clients