Universal Banker
Core
Front-line client ambassador providing transactional services and cross-selling financial products to 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, compliance with BSA/AML/OFAC, data entry, currency verification
Preferred skills
Banking experience, customer service/cash handling 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 bank products; count drawers and balance cash; verify currency authenticity; handle client complaints; perform outbound calling for sales follow-up; mentor new associates
Seniority
Entry-level to Junior