Traveling Universal Banker
Core
Front-line client ambassador and teller providing transaction services, account management, and sales of financial products across multiple branch locations.
Role type
Universal Banker (Bank Teller)
Builds
Retail banking transactions, client relationships, and sales of bank products
Domain
Banking / Financial Services
Required skills
Cash handling, customer service, consultative sales, regulatory compliance (BSA/AML/OFAC), data entry, currency verification, client onboarding
Preferred skills
Banking experience, PC software proficiency (MS Office, bank-specific systems), mentoring new associates
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; verify cash and endorsements; count drawers and balance cash; assist with account openings and management; recommend and sell bank products; handle client complaints; comply with BSA/AML/OFAC regulations; travel daily to various branch locations within assigned markets
Seniority
Entry-level to Junior