Universal Banker - Float

Role Overview

This position involves providing sales, service, and operational support in a banking environment. Responsibilities include processing daily financial transactions, opening deposit and account products, cross-selling services, conducting outbound client calls, and assisting with loan applications. The role emphasizes delivering excellent client experiences, resolving inquiries, ensuring compliance with regulations, and supporting operational efficiency.

Key Duties

• Perform teller transactions such as deposits, currency handling, and check cashing.
• Open and process new demand and deposit accounts, including savings and money market accounts.
• Identify client needs, recommend suitable products, and make referrals to partners.
• Research and resolve account issues, respond to client inquiries, and maintain operational updates.
• Assist with daily center operations, audit controls, and onboarding new associates.
• Deliver high-quality client service, conduct outbound outreach, and support sales campaigns.
• Ensure compliance with bank policies, risk management, and ethical standards.

Qualifications & Skills

• High school diploma or GED; experience as a Teller preferred.
• Proficiency in Microsoft Office, office equipment, and basic computer skills.
• Strong communication, problem-solving, and customer service abilities.
• Ability to perform essential duties satisfactorily with a focus on operational efficiency and compliance.

Supervisory & Training Support

• Provide training to new associates and assist with daily team operations.
• Research and resolve client issues promptly, maintaining high service standards.