Description
The Universal Banker provides a top-notch customer experience while supporting the financial goals of clients through thoughtful interactions, providing banking solutions and accurately processing all customer transactions within established guidelines.
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Key Responsibilities
- Accurately assist clients with banking transactions and maintain a cash drawer.
- Assist clients with questions (in-person, over telephone) regarding banking and escalate issues as needed.
- Open new business and personal accounts and initiate wire transfers.
- Provide clients with services and products to support clients' financial goals and refer to business partners.
- Assist with ATM maintenance and cash vault.
- Complete all required logs and compliance activities.
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Education & Experience
- High school diploma/GED is required.
- Banking experience required.
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Physical Requirements & Working Conditions
- Lobby/professional office environment with moderate sound.
- Manual dexterity and the ability to lift up to thirty (30) pounds.
- Ability to travel to branches, off-site training, and/or meetings as needed.
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Schedule
- Flexible to service clients during banking hours.
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EOE m/f/d/v
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