Traveling Universal Banker
Core
Front-line client ambassador and cross-trained teller providing transaction services and sales recommendations to clients across multiple branch locations.
Role type
Universal Banker (Bank Teller)
Builds
Retail banking transactions, client account relationships, and sales of value-added financial products.
Domain
Retail Banking
Deliverable
client delivery
Required skills
cash handling, customer service, consultative sales, product knowledge, compliance (BSA/AML/OFAC), data entry, currency verification
Preferred skills
banking experience, customer service experience, PC software proficiency (MS Office, bank systems)
Technologies
MS Windows, Office, Outlook, Word, Excel, PowerPoint, Bookings, SharePoint, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet, Power BI
Responsibilities
process deposits, withdrawals, and checks; verify cash and currency authenticity; educate clients on bank products; resolve client complaints; balance drawers and vaults; perform client onboarding and outbound calling; refer clients to specialists; mentor new associates.
Seniority
Entry-level to Junior