Universal Banker
Core
Handle banking demands for Personal, Prestige, and Private Banking clients, managing account activities and product inquiries to deliver a one-and-done resolution aligned with client experience and legislative requirements.
Role type
Universal Banker
Builds
Client account activities and banking solutions
Domain
Consumer Banking / Private Banking
Deliverable
client delivery
Required skills
FAIS Representative license, client account management, product knowledge, banking process adherence, regulatory compliance
Preferred skills
Branch banking experience, contact centre experience, supervision readiness
Technologies
Banking process systems
Responsibilities
Opening relevant accounts, processing debit order information, generating client statements, verifying application submissions, reviewing client acceptance criteria
Seniority
Mid-level (3-4 years experience)