Universal Banker
Core
Front-line client ambassador providing transaction services and cross-selling financial products at a retail bank branch.
Role type
Universal Banker (Bank Teller)
Builds
Retail banking transactions and client relationships
Domain
Retail Banking
Required skills
Cash handling, customer service, consultative sales, regulatory compliance (BSA/AML/OFAC), data entry, currency verification, client onboarding
Preferred skills
Banking experience, customer service/cash handling experience, mentoring
Technologies
MS Office, Outlook, Word, Excel, PowerPoint, SharePoint, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet, Bookings
Responsibilities
Process deposits, withdrawals, and checks; verify cash and endorsements; count drawers and balance cash; assist with account openings and management; identify client needs and recommend bank products; handle client complaints; comply with BSA/AML/OFAC regulations; perform promotional activities; mentor new associates.
Seniority
Entry-level to Junior