Universal Banker

Key Responsibilities

• Foster collaborative partnerships that deliver value for customers, prospects and colleagues.
• Initiate conversation to uncover sales or referral opportunities.
• Listen attentively and ask insightful questions to understand customer needs and preferences.
• Take prompt actions to address immediate needs.
• Proactively look for ways to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
• Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
• Complete required training by established deadlines.
• Perform general office management duties as assigned to ensure operational efficiency.
• Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function.
• Support the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.
• Process transactions and other customer service requests in the branch.
• Facilitate customer awareness and education of bank capabilities, tools, and resources.

Requirements & Tech Stack

• High School Diploma or GED
• 6 months of customer service experience
• 1+ years of recent banking experience, ideally as a Bank Teller or Universal Banker
• 1+ years of recent, high volume cash-handling ($USD)
• Previous sales experience

Key Skills

• Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
• Customer Service Skills: Demonstrates professionalism and empathy in customer interactions
• Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist
• Adaptability: Ability to learn and adapt quickly to new information and technology
• Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
• Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently

Bilingual applicants (English/Spanish) are encouraged to apply.