Universal Banker - Float (South Windsor, CT)
Core
Float Universal Banker supporting daily branch operations, customer service, and sales for Consumer and Business Banking customers across multiple locations.
Role type
Universal Banker (Float)
Builds
Consumer and Business Banking solutions and digital engagement
Domain
Banking / Financial Services
Deliverable
product features
Required skills
retail sales, customer service, loan application criteria explanation, AML/BSA/KYC compliance, lobby management, transaction processing, complaint resolution, overdraft management, Federal SAFE Act registration
Preferred skills
bilingualism, referral and sales ability
Technologies
internet user-level technology, banking systems
Responsibilities
Educate customers on banking solutions; engage customers to encourage digital capabilities; explain loan application criteria; assist with AML, BSA, and KYC processes; resolve customer complaints and overdrafts; complete customer transactions; manage branch lobby and appointments; travel to different branches as needed.
Seniority
Entry-level, individual contributor