Universal Banker
1 day ago
This position is for a Universal Banker with a company located in New Orleans, LA. Summary: A Universal Banker acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs. Duties and Responsibilities Include: Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs and tailor product solutions to meet the client's overall financial needs. This activity may be in the financial center, out-bound calling, visiting businesses or conducting educational seminars; Proactively educates clients on alternate delivery methods and channels that make client's lives easier by providing self-service options, including emerging technology and digital solutions like mobile, online and ATM options, to access their accounts 24 hours a day/7 days a week; Refers clients to other business partners to provide clients with experts who can assist them with their specialized financial needs; Applies product and procedural knowledge to solve client problems appropriately and efficiently to enhance the client experience; Processes a variety of routine and complex transactions for Financial Center clients, including deposits, withdrawals, and loan payment processing; Engages in client and/or prospect management activities; Drives proactive sales conversations, through outside interactions with a consultative sales process and financial needs assessment including, identifying and independently acting upon sales opportunities to build a strong pipeline of appointments to meet assigned sales goals; Leverages ecosystem partnerships as well as community centers of influence to acquire, expand and retain relationships; Assists in the responsibility of managing the lobby by actively engaging, greeting and directing client lobby traffic; Will be asked to perform the duties of the role based upon the needs of the financial center; Supports the Bank's strong risk management culture through awareness, knowledge and sound decision making; Ensures operational and financial safety and soundness; Maintain awareness of the environment, the situation, and the client; Leverages Lobby Management as a tool for managing client interactions and risk. Requirements and Qualifications Include: High School Diploma or General Education Degree (GED) is required; Bachelor's Degree preferred; 1 year sales and client service experience in a professional environment; prior banking experience highly preferred or Bachelor's degree and cash handling and customer service experience in retail or financial institution; Proven ability to form and expand client relationships; Ability to learn and navigate multiple banking systems and applications, and utilize search tools to find information; This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008; Employment is contingent upon meeting initial and ongoing registration requirements, including acceptable background investigation results; Excellent communication skills -- in person and over the phone -- with proven ability to tailor features and benefits of products/services to clients with differing needs; Ability to learn products, services, and procedures quickly and accurately; Comfortable educating others on technology; Professional, thorough, and organized with strong follow-up skills; Performs well in a team environment and proactively collaborates with others to serve clients; Ability to understand and follow policies, procedures, and regulatory requirements; Ability to work Financial Center hours, including weekends, and some evenings; Ability to travel if required to perform the essential job functions; Ability to work under stress and meet deadlines; Ability to operate related equipment to perform the essential job functions; Ability to lift/move/carr approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; Hence omitting lifting/moving/carrying as a physical requirement. An Equal Opportunity/Affirmative Action Employer
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Universal Banker
2 days ago
New Canaan, United States JCW Resourcing Full timePosted: 16/10/2024 Salary: - Location: New Canaan, Connecticut, United States Job Type: Permanent/Fixed Term We're currently recruiting for an Universal Banker to join a community orientated bank based in the CT area. The Universal Banker supports the Branch in opening new accounts, ensuring high levels of customer service, and assisting with the...
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Senior Universal Banker
22 hours ago
New Orleans, United States Hancock Bank Full timeThis is a job for a Senior Universal Banker position with a company located in the New Orleans, LA area. JOB FUNCTION / SUMMARY: A Senior Universal Banker acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs. ESSENTIAL DUTIES & RESPONSIBILITIES:...
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Universal Banker
4 weeks ago
New Orleans, United States First Horizon National Corporation Full timeLocation: On site at location listed in job postingWeekly Scheduled Hours: Monday - Thursday 8-15am - 4:30pm Friday 8:15am -5:15pmA successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center. You'll process transactions, handle accounts, and seek sales opportunities. You will...
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Universal Banker
4 weeks ago
New Orleans, United States First Horizon National Corporation Full timeLocation: On site at location listed in job postingWeekly Scheduled Hours: M-F 8:15A - 5:00P and Some Saturdays A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center. You'll process transactions, handle accounts, and seek sales opportunities. You will be trained to...
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Universal Banker
4 weeks ago
New Orleans, United States First Horizon Bank Full timeLocation: On site at location listed in job posting Weekly Scheduled Hours: Monday - Thursday 8-15am - 4:30pm Friday 8:15am -5:15pm A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center. You'll process transactions, handle accounts, and seek sales opportunities. You...
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Universal Banker
3 weeks ago
New Baltimore, Michigan, United States MSGCU Full timeMSGCU is seeking a skilled Universal Banker to join our team. As a key member of our staff, you will be responsible for delivering exceptional member service and sales experiences.About the PositionYou will be responsible for performing a variety of tasks, including sales, service, and teller transactions to ensure an exceptional member experience.Our team...
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Universal Banker
2 months ago
New York, United States Maspeth Federal Bank Full timeJob Description Universal Bankers serve as the Bank's primary front-line customer service representatives and are responsible for creating a welcoming environment and impression for our customers. Key job functions include Teller transaction processing, account and service origination and maintenance as well as responding to customer inquiries by telephone...
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Universal Banker
2 months ago
New Hyde Park, United States Maspeth Federal Bank Full timeMaspeth Federal is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, veteran status, alienage or citizenship, disability, marital status, military status, genetic information, domestic violence...
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Universal Banker- Float
1 month ago
New Iberia, United States First Horizon Bank Full timeLocation: On site at location listed in job posting This is a part time float position covering multiple banking centers. A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center. You'll process transactions, handle accounts, and seek sales opportunities. You will be...
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Universal Banker
2 days ago
New York, United States Arrow Financial Services Full timeThe Arrow Financial Corporation is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Luzerne team as: Universal BankerThis opportunity may be perfect for you if you have experience in:> Customer Service > Sales > Account Management About this position: Responsible for...
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Universal Banker
1 day ago
New York, United States Arrow Financial Services Full timeThe Arrow Financial Corporation is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Luzerne team as: Universal BankerThis opportunity may be perfect for you if you have experience in:> Customer Service > Sales > Account Management About this position: Responsible for...
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Banking Professional
1 month ago
New Orleans, Louisiana, United States First Horizon Bank Full timeAbout the RoleWe are seeking a highly skilled and versatile Banking Professional to join our team. As a Universal Banker, you will be responsible for providing exceptional customer service, processing financial transactions, and working closely with clients to open and administer their accounts.
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Universal Banker
2 days ago
New Albany, United States Everwise Credit Union Full timeJob Description: Essential Function Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding Everwise Credit Union's wallet share. Primary Responsibilities & Duties ...
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Universal Banker
2 days ago
New York, United States M&T Bank Full timeOverview: Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well...
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Universal Banker
4 weeks ago
New York, NY, United States Flushing Financial Corporation Full timeServing Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island. WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term...
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Global Industry Solutions Expert
2 weeks ago
New York, New York, United States Citigroup, Inc. Full timeJob DescriptionWe are seeking a highly skilled Global Industry Solutions Expert to join our team at Citigroup, Inc. This is a full-time opportunity in the field of commercial banking.In this role, you will be responsible for managing a portfolio of clients and partnering with various teams to identify opportunities for client acquisition, cross-selling, and...
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Wealth Management Associate
3 weeks ago
New York, New York, United States Citigroup Inc Full timeWealth Management OpportunityCitigroup Inc. is seeking a skilled Client Service Expert to join our team. This role will involve delivering wealth management services to clients, with guidance from the Banker teams. The ideal candidate will have 2-5 years of relevant experience and be able to manage multiple concurrent deadlines with strong organizational and...
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Banking Professional
3 weeks ago
New York, New York, United States Citigroup Inc Full timePrivate Client Coverage RoleCitigroup Inc. is seeking a skilled Private Client Coverage professional to join our team. In this role, you will be responsible for delivering wealth management services to clients with guidance from the Banker teams. You will need to have 2-5 years of relevant experience and be able to manage multiple concurrent deadlines with...
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New York, United States Jefferies Full timeGROUP DESCRIPTION:Jefferies Global Healthcare Group provides a full suite of advisory and capital markets capabilities to clients across several sectors, including healthcare services, healthcare technology, pharma technology and services, biotechnology, pharmaceuticals, medical technology, and tools and diagnostics. The Healthcare Group consists of a team...
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New York, United States Jefferies Full timeGROUP DESCRIPTION:Jefferies Global Healthcare Group provides a full suite of advisory and capital markets capabilities to clients across several sectors, including healthcare services, healthcare technology, pharma technology and services, biotechnology, pharmaceuticals, medical technology, and tools and diagnostics. The Healthcare Group consists of a team...
