Universal Banker
Core
Front-line client ambassador providing transactional services and cross-selling financial products to retail and business clients.
Role type
Universal Banker (Bank Teller)
Builds
Retail banking products and services for individual and business clients
Domain
Retail Banking
Deliverable
client delivery
Required skills
cash handling, account opening, BSA/AML compliance, consultative sales, data entry, currency verification, customer service
Preferred skills
banking experience, PC software proficiency, mentoring new associates
Technologies
MS Office, Outlook, Word, Excel, PowerPoint, Bookings, SharePoint, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet, Power BI
Responsibilities
process deposits, withdrawals, and checks; assist with account openings and management; verify currency authenticity; balance drawers and cash machines; identify client needs and recommend bank products; comply with BSA/AML regulations; mentor new associates
Seniority
Entry-level, individual contributor