Universal Banker

About the role

Accurately complete financial transactions for customers, including opening accounts, handling teller transactions, informing customers of other products and services, and solving customer questions and concerns. Build relationships with customers based on trust and recommend financial solutions tailored to their needs. Ensure excellent customer experience through onboarding, ongoing service, and referrals. Responsible for business development and existing client growth goals.

Responsibilities

• Assist clients with day-to-day customer service requests, including complex issues and interactions regarding inquiries, new accounts, and ongoing relationship needs for both depository and lending clients.
• Perform transfers, loan payments, and wire transactions.
• Open consumer new accounts with supporting products and services, including online banking, mobile banking, and debit cards.
• Open business accounts and support Treasury Management products and services implementation.
• Inform customers about all banking products and services; identify and cross-sell referral opportunities to broaden the customer’s banking relationship.
• Assist the teller line as a backup teller and accurately process customer transactions.
• Meet or exceed sales and referral goals, as well as individual and branch targets.
• Maintain current knowledge and follow all bank financial and security regulations and procedures.
• Perform other duties as assigned.