Part Time Universal Banker (20 Hours) - Potomac Branch
Core
Entry-level role assisting in sales, product/service execution, and customer service coordination to build loyalty and increase sales for individual consumer clients.
Role type
entry-level universal banker (retail banking)
Builds
retail banking products and services for individual consumers
Domain
banking / financial services
Deliverable
product features
Required skills
account opening, financial transactions, sales opportunity creation, customer complaint resolution, regulatory compliance, risk assessment
Preferred skills
bilingual Mandarin
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 branch events, adhere to operational controls and regulatory procedures, assess risk in business decisions
Seniority
entry-level, 1-3 years experience