Universal Banker

About the Role

This role involves providing customer service, processing transactions, and supporting branch operations.

Key Responsibilities

• Customer Service & Sales

• Provide a welcoming and professional experience for all customers, assisting with inquiries and resolving issues promptly.

• Build relationships by understanding customer needs and recommending appropriate banking products and services.

• Promote bank products and services to achieve individual and branch sales goals, including accounts, loans, and other financial solutions.

• Educate customers on digital banking options and self-service tools to enhance their banking experience.

• Maintain knowledge of bank products, services, and promotions to provide accurate and helpful information.

• Transaction Processing & Account Support

• Perform teller transactions, including deposits, withdrawals, transfers, and payments, with accuracy and efficiency.

• Assist customers with account openings, updates, and closings, ensuring compliance with bank policies and procedures.

• Identify opportunities to deepen customer relationships by cross-selling or upselling additional products and services.

• Monitor and maintain cash drawer accuracy while following established cash-handling procedures.

• Operational Support & Compliance

• Ensure adherence to bank policies, procedures, and regulatory requirements, including security and fraud prevention protocols.

• Participate in operational tasks such as ATM balancing, night deposit processing, and maintaining branch supplies.

• Monitor and escalate any suspicious account activity or potential risks to management as needed.

• Maintain organized and accurate records to support branch audits and operational reviews.

• Team Collaboration & Development

• Collaborate with branch team members to ensure seamless service delivery and achievement of branch goals.

• Assist with training and mentoring new team members as directed by management.

• Participate in branch meetings and training sessions to stay informed of updates and best practices.

Requirements & Tech Stack

• High School Diploma
• English:
• Written: Advanced
• Verbal: Fluent
• Korean: preferred
• Excellent verbal and written communication skills.
• Strong organizational skills with a willingness to adapt to changes in a fast-paced environment.
• Ability to manage multiple tasks, projects, and deadlines simultaneously.
• Strong customer service skills with the ability to build and maintain relationships.

Salary range: $20.00 - $24.00 Hourly + bonus + benefits