Universal Banker
Core
Specializes in branch customer experience through sales, service, and digital engagement of Consumer and Business Banking customers while supporting daily branch operations.
Role type
Universal Banker (Teller/Sales)
Builds
Consumer and Business Banking solutions, digital banking adoption, and customer retention
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
retail sales, customer service, loan application criteria explanation, lobby management, AML/BSA/KYC compliance, fraud identification, complaint resolution, overdraft management, transaction processing, time management, prioritization
Preferred skills
bilingualism, referral and sales ability
Technologies
internet user-level technology, banking core systems
Responsibilities
Educate customers on banking solutions and digital capabilities; manage customer appointments and walk-ins; explain loan application criteria; assist with AML, BSA, and KYC processes; resolve customer complaints and overdrafts; complete accurate customer transactions; manage lobby interactions; promote digital banking adoption.
Seniority
Entry-level, hands-on IC