CareerPlan

Universal Banker Part-Time (20 Hours) - 399 Park Ave Branch

NEW YORK, New York, United States of AmericaPart-time2026-10-02 → 2026-11-10

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 (part-time)

Builds

consumer banking products and services

Domain

banking / retail finance

Deliverable

product features

Required skills

account opening, financial transactions, sales opportunity creation, customer complaint resolution, regulatory compliance, risk assessment

Preferred skills

previous retail banking experience

Technologies

none stated

Responsibilities

assist in basic account opening, provide service delivery to resolve account issues, execute financial transactions, refer opportunities to segment partners, create sales opportunities from service transactions, support sales/service activities in seminars and campaigns, adhere to operational controls and regulatory procedures, assess risk in business decisions

Seniority

entry-level