Universal Banker

About the role

This position involves providing exceptional client service and support in banking operations, focusing on sales, account management, and client engagement.

Responsibilities

• Assist clients with daily financial transactions, including deposits, currency handling, and check cashing.
• Open and process various deposit accounts such as checking, savings, IRAs, certificates of deposit, and money market accounts.
• Identify client needs through consultative conversations, recommend suitable products, and promote cross‑selling to deepen relationships.
• Conduct outbound calls to clients and prospects, participate in deposit/loan campaigns, and support client onboarding.
• Assist clients with loan applications, ensuring smooth processing and handoff to relevant teams.
• Deliver outstanding client experiences, resolve inquiries, and respond effectively to account issues.
• Enhance product knowledge via training and meetings, ensuring compliance with regulations and internal policies.
• Support daily operations, including audit controls and training new team members.

Qualifications

• High school diploma or GED; 1+ years of teller experience preferred.
• Proficiency in Microsoft Office, 10‑key calculator, and coin‑counting equipment.
• Ability to research and resolve client issues promptly.
• Strong communication, client service, and problem‑solving skills.
• Knowledge of banking products, policies, and regulatory compliance.

Additional details

This role requires a customer‑focused mindset, attention to operational details, and adherence to risk management and ethical standards. No supervisory responsibilities are involved.