Float Universal Banker
Core
Build, manage, and retain client relationships by conducting proactive outreach, needs assessments, and consultative sales conversations to match financial products and services to client goals.
Role type
Universal Banker (Sales & Client Service)
Builds
Financial products and services for retail clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
consultative sales, client relationship management, financial product matching, digital banking education, routine transaction processing, lobby management, risk monitoring, sales pipeline development, community outreach
Preferred skills
prior banking experience, Bachelor's degree, proficiency in multiple banking systems
Technologies
mobile banking platforms, online banking portals, ATM systems, internal banking systems
Responsibilities
Conduct proactive outreach and consultative sales conversations to identify client needs. Educate clients on self-service and digital banking solutions. Process routine financial transactions including deposits, withdrawals, and loan payments. Manage lobby activity by greeting clients and monitoring risk. Identify and refer clients to internal partners for specialized financial needs. Participate in community outreach and business development activities.
Seniority
Entry-level to Mid-level, hands-on IC