Traveling Universal Banker
Core
Front-line client ambassador and teller providing transaction services and cross-selling financial products at multiple branch locations.
Role type
Universal Banker (Bank Teller)
Builds
Retail banking transactions and client relationships
Domain
Banking / Financial Services
Required skills
Cash handling, customer service, consultative sales, regulatory compliance (BSA/AML/OFAC), data entry, currency verification, team mentoring
Preferred skills
Banking experience, customer service experience, PC software proficiency
Technologies
MS Office, Outlook, Word, Excel, PowerPoint, SharePoint, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet
Responsibilities
Process deposits, withdrawals, and checks; verify cash and endorsements; count drawers and balance cash; identify suspicious activity; assist with account openings and onboarding; perform outbound calling for sales follow-up; mentor new associates; represent the bank in community initiatives.
Seniority
Entry-level to Junior