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Universal Banker

2 months ago


Cambridge, Massachusetts, United States Flexible Recruiting Solutions Full time
Job Description

**About the Role**

We are seeking a highly skilled and customer-focused Universal Banker to join our team at Flexible Recruiting Solutions. As a Universal Banker, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities:

  • Maintain a high level of product knowledge and service quality by acknowledging the customer's presence through a professional greeting and developing an interpersonal relationship built upon an understanding of customer needs.
  • Perform as a teller, including performing financial transactions with Bank customers and settlement procedures, and balance cash drawers as needed.
  • Sell and refer Bank products and services, following up with prospects by asking for their business and maintaining referral documentation.
  • Participate in community projects and organizations as requested.
  • Perform all banking transactions, including opening accounts, checking and savings deposits, IRAs, business retirement accounts, and various types of payments, in accordance with Bank policy.

Requirements:

  • High School Diploma or equivalent
  • A minimum of two years retail banking experience or retail sales and service experience.
  • Strong interpersonal skills and excellent verbal and written communication skills.
  • General personal computer knowledge, prior experience with banking applications preferred.
  • Ability to handle multiple priorities and possess a strong attention to detail.
  • Sales and service-oriented personality.
  • Must be available to work Saturdays and evenings on a rotating basis.

About Our Client

Our client is a fast-growing financial institution with a strong focus on customer service and innovation. They offer an excellent compensation and benefits package, including a 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a dynamic and local organization.

They are an Equal Opportunity and Affirmative Action employer and do not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status, or any other protected class.