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Universal Banking Specialist
2 weeks ago
Position: Universal Banker
The Universal Banker plays a crucial role in providing support to clients by managing teller operations, facilitating sales, and delivering top-notch service. This position involves promoting and selling a variety of financial products and services while ensuring an outstanding customer experience. The Universal Banker collaborates with the banking team to meet service and sales goals.
- Promote and sell a range of financial offerings
- Manage teller transactions efficiently
- Deliver superior customer service
- Utilize effective sales techniques
- Engage with prospects and existing clients
- Oversee important customer relationships
- Ensure confidentiality and security of client information
- Address and resolve customer inquiries
- Stay informed about retail banking products
- Collaborate effectively with the banking team
- Maintain accurate cash handling procedures
- Prepare essential reports and documentation
- Adhere to all relevant regulations
- Responsible for opening and closing banking operations
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 simultaneously
- Familiarity with MS Office applications
- Comply with the requirements of the Federal Deposit Insurance Act
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