Universal Banking Specialist
2 weeks ago
Position: Universal Banker
The Universal Banker plays a vital role in delivering outstanding customer service while managing various banking transactions. This position involves promoting and selling a range of financial products and services, ensuring a seamless experience for clients. The Universal Banker collaborates with the banking team to meet both service and sales goals.
- Promote and sell a variety of financial products
- Manage teller operations efficiently
- Deliver superior customer service
- Utilize effective sales techniques
- Engage with prospects and existing customers
- Oversee key customer relationships
- Ensure confidentiality and security of customer information
- Address and resolve customer inquiries
- Stay informed about retail banking products
- Work cohesively with the banking team
- Manage cash drawer accurately
- Prepare essential reports and documentation
- Adhere to all regulatory requirements
- Handle opening and closing procedures of the banking center
Qualifications:
- High School Diploma or GED equivalent
- 1-3 years of experience in sales and customer service
- Strong attention to detail
- Experience working in a team-oriented environment
- Proficient in cash handling and balancing
- Ability to manage multiple tasks effectively
- Familiarity with MS Office applications
- Comply with the Federal Deposit Insurance Act requirements
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