Universal Banker
Core
Provide specialist advice and support for sales and distribution while managing portfolio risks and ensuring compliance with bank policies.
Role type
Retail and Business Banking Universal Banker
Builds
Retail and Business Banking products for existing and new customers
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Sales target achievement, cross-selling, portfolio risk management, KYC/AML compliance, customer complaint resolution, market intelligence gathering, branch performance strategy execution
Preferred skills
Business degree, familiarity with banking products (checking, savings, loans, credit cards), track record of driving sales
Technologies
Core banking systems
Responsibilities
Execute branch sales strategies to increase new business and wallet share, manage portfolio risks, conduct market intelligence to identify trends, ensure adherence to KYC and AML processes, resolve customer issues promptly, monitor performance against daily targets, coordinate branch marketing campaigns
Seniority
Individual Contributor, mid-level