Head Universal Banker, Bilingual English/Spanish Speaking Preferred, West Broward Area
Core
Lead, coach, and support Universal Bankers and Tellers while executing service transactions and sales to drive client experience and risk control.
Role type
Senior IC branch leadership (Head Universal Banker)
Builds
Client accounts, credit cards, and digital adoption for retail customers
Domain
Banking / Retail Finance
Deliverable
product features
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, Bilingual English/Spanish
Technologies
ATM, Online, Mobile, TCR, Teller Assist Unit, teller NBS system, cash recycler
Responsibilities
Lead, coach, and mentor Universal Bankers and Tellers on service and sales routines; Execute service transactions (deposits, payments, card orders) and sales (accounts, credit cards); Champion risk and control by monitoring operations and ensuring compliance; Proactively engage clients in the lobby to identify needs and convert service requests into sales; Resolve complex client issues and complaints; Manage cash supply and vault cash including shipments; Educate clients on digital self-service capabilities.
Seniority
Senior, hands-on IC