Universal Banker I

About the role

Deliver exceptional customer experiences while supporting financial wellness. Assist with everyday transactions and engage in needs-based conversations to identify solutions tailored to each customer.

Responsibilities

• Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions, and appointment setting.
• Maintain a comprehensive understanding of retail banking products and services.
• Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives and priorities.
• Aid customers financially by delivering loan products, ensuring packages are correct and complete to minimize exceptions.
• Identify opportunities and make referrals to cross-sell banking products and services to other areas of the bank.
• Educate customers on options for managing transactions using technology and all other tools and resources available.
• Apply product and service knowledge to effectively solve customer problems.
• Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality.
• Ensure adherence to banking regulations and internal policies.

Requirements

• 1+ years of previous banking, cash handling, or retail experience.
• Demonstrated analytical, accuracy, and problem-solving skills.
• Strong verbal and written interpersonal communication skills.

Conditions of Employment

• Must be able to pass a background & credit check.
• This is a full-time, non-remote position.
• FLSA Status: Non-exempt.

Pay

USD $37,400.00 - USD $45,185.00 /Yr.