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Financial Services Advisor

2 months ago

York, Pennsylvania, United States Traditions Bank Full time
Join Traditions Bank as a Universal Banker

The Universal Banker is essential in fostering connections with clients by advocating for the bank's offerings. This role is pivotal in delivering outstanding customer support, executing transactions with precision, and proactively pursuing new clientele.

Core Responsibilities:
  • Gain comprehensive knowledge of the bank's offerings and tailor recommendations to meet customer needs.
  • Enhance existing customer relationships and develop new ones through proactive sales initiatives.
  • Spot opportunities to introduce clients to additional banking solutions.
  • Deliver prompt service, address customer concerns, and assist with account management.
  • Engage in branch initiatives and support administrative functions.
  • Guide new Universal Bankers and contribute to team objectives by fulfilling assigned responsibilities.
Qualifications:
  • High school diploma or equivalent required.
  • Preferred three years of experience in the banking sector.
  • Proficient in Microsoft Office and core banking systems.
  • Understanding of consumer lending practices.
  • Strong communication and problem-solving abilities.
  • Proven capability to work independently as well as collaboratively.
  • Exceptional attention to detail and effective time management skills.
  • Adherence to banking policies and regulatory standards.