Universal Banker
Core
Front-line client ambassador providing transactional services and cross-selling financial products to retail clients.
Role type
Universal Banker (Bank Teller)
Builds
Retail banking transactions, account openings, and client relationship management
Domain
Retail Banking
Deliverable
product features
Required skills
Cash handling, customer service, consultative sales, regulatory compliance (BSA/AML/OFAC), data entry, currency verification
Preferred skills
Banking experience, customer service experience, PC software proficiency (MS Office, bank-specific systems)
Technologies
MS Windows, Office, Outlook, Word, Excel, PowerPoint, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet, Bookings, SharePoint
Responsibilities
Process deposits, withdrawals, and checks; educate clients on bank products; maintain accurate cash records and balance drawers; resolve client complaints; assist with account onboarding; refer clients to specialists; perform promotional activities
Seniority
Entry-level to Junior