Universal Banker
Core
Front-line client ambassador providing transactional services, account management, and sales of value-added bank products.
Role type
Universal Banker (Bank Teller)
Builds
Retail banking transactions, client onboarding, and financial product sales
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Cash handling, customer service, consultative sales, 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; assist with account openings and management; identify client needs and recommend financial products; count drawers and balance cash; verify currency authenticity; comply with regulatory guidelines; mentor new associates
Seniority
Entry-level / Individual Contributor