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