Universal Banker - (Manchester, CT)
Core
Universal Banker providing sales, service, and digital engagement for Consumer and Business Banking customers while supporting daily branch operations.
Role type
Branch Universal Banker (Teller/Sales)
Builds
Consumer and Business Banking solutions, digital banking adoption, loan applications, and customer retention.
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Retail sales, customer service, loan application processing, AML/BSA/KYC compliance, lobby management, transaction processing, digital fluency
Preferred skills
Bilingual, referral and sales ability
Technologies
Internet user-level technology, banking core systems
Responsibilities
Educate customers on banking solutions, manage walk-in and scheduled appointments, process transactions and overdrafts, assist with loan applications, maintain AML/BSA/KYC compliance, resolve customer complaints, promote digital capabilities.
Seniority
Entry-level, individual contributor