Head Universal Banker, Palm Beach Gardens Branch
Core
Lead, coach, and support Universal Bankers and Tellers while executing service transactions and sales to deliver exceptional client experiences.
Role type
Senior IC branch leadership (Head Universal Banker)
Builds
Client relationships, sales conversions, and branch operational efficiency
Domain
Banking / Retail Finance
Required skills
face-to-face customer service, digital engagement, basic sales/referrals, verbal and written communication, analytical and problem solving, basic computer and digital tools
Preferred skills
Retail experience
Technologies
ATM, Online, Mobile, TCR, Teller Assist Unit, NBS system, cash recycler, iPads, tablets, smart phones
Responsibilities
Lead, coach, and mentor Universal Bankers and Tellers on service behaviors, sales, and compliance routines; Execute financial transactions including deposits, payments, and account openings; Champion risk and control by monitoring day-to-day operations and ensuring policy compliance; Proactively engage clients in the lobby to identify financial needs and convert service requests into sales or referrals; Resolve complex client issues and complaints by taking full ownership and connecting with relevant specialists; Manage cash supply, incoming/outgoing shipments, and vault cash based on business demand; Educate clients on self-service capabilities and digital channels to encourage adoption.