Jobs · Finance · Florida

Universal Banker

RoShay Services · Cape Coral, FL · 3 days ago
FinanceFull-time
Role Overview: This position involves providing exceptional customer service through sales, support, and operational duties at a financial institution. Key Responsibilities Assist clients with transactions, account openings, and deposit services to minimize wait times and ensure quality service.Identify client needs via consultative conversations, recommending suitable products and services.Open and process demand and savings deposit accounts, IRAs, CDs, and money market accounts.Cross-sell bank products, make referrals, and foster client relationships.Conduct outbound calls to clients and prospects, supporting deposit and loan campaigns.Assist with loan applications, supporting personal/retail needs, and hand off applications appropriately.Maintain client records by researching and resolving account issues, responding to inquiries.Support branch operations, including audit controls, training new staff, and operational updates. Qualifications & Skills: High school diploma or GED; 1+ year Teller experience preferred.Proficiency with Microsoft Office Suite, 10-key calculator, coin counter, and basic office equipment.Strong communication, client service, and operational skills.Ability to perform essential duties satisfactorily, with flexibility to job-related tasks.Compliance with bank regulations, risk management, and internal controls is required. Additional Requirements: Background credit check and compliance with S.A.F.E Mortgage Licensing Act. Supervisory Responsibilities: No supervisory duties required. Overall, the role emphasizes client interaction, operational support, sales, and compliance to foster a positive banking experience.

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