Lead Universal Banking Specialist

2 weeks ago


Frisco, Texas, United States Kris Anderson Consulting, LLC Full time

Senior Universal Banker

The role of a Senior Universal Banker involves establishing, nurturing, and sustaining significant client relationships through a consultative approach that effectively addresses their financial requirements.

  • Develop and uphold robust client connections via face-to-face and telephonic communication.
  • Inform clients about alternative service channels and digital banking solutions.
  • Direct clients to specialized professionals for their unique financial needs.
  • Utilize product knowledge and procedural expertise to resolve client inquiries efficiently.
  • Facilitate a range of transactions for clients, including deposits and withdrawals.
  • Engage in proactive sales discussions to achieve sales objectives.
  • Capitalize on partnerships and community ties to foster and maintain client relationships.
  • Assist in managing the client reception area and interact with clients effectively.
  • Support the organization's risk management strategies.

Minimum Qualifications:

  • High School Diploma or equivalent is mandatory.
  • A minimum of 1 year of experience in sales and client service is required.
  • Proven ability to cultivate and enhance client relationships.
  • NMLS registration is a prerequisite.

Key Skills and Abilities:

  • Outstanding communication and organizational capabilities.
  • Proficient with technology and adept at educating clients on digital solutions.
  • Ability to thrive in a collaborative team environment.
  • Capacity to meet deadlines and perform under pressure.


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