Floating 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
product features
Required skills
consultative sales, client relationship management, financial product knowledge, digital banking education, risk monitoring, community outreach
Preferred skills
prior banking experience, Bachelor's degree
Technologies
banking systems, digital tools, mobile banking platforms
Responsibilities
conduct proactive outreach and needs assessments, process routine financial transactions, manage lobby activity, refer clients to specialized partners, develop sales pipeline, uphold compliance and security standards
Seniority
Entry-level to Mid-level