Universal Banker - Pelham Manor Branch
Core
Entry-level role assisting in sales, product/service execution, and customer service to build loyalty and increase sales for individual consumer clients.
Role type
entry-level retail banker (branch)
Builds
consumer banking products and services
Domain
Retail Banking
Deliverable
product features
Required skills
account opening, financial transactions, sales opportunity creation, customer complaint resolution, regulatory compliance, risk assessment
Preferred skills
Retail Banking experience
Technologies
N/A
Responsibilities
Assist in basic account opening, provide service delivery to resolve issues, execute financial transactions, refer opportunities to segment partners, create sales opportunities from service transactions, support branch sales/service activities, adhere to operational controls and regulations
Seniority
Entry-level, 1-3 years experience