Bilingual Universal banker (Spanish & English)
Core
Branch universal banker providing sales, service, and digital engagement for Consumer and Business Banking customers while handling daily teller operations.
Role type
Branch universal banker (teller/sales)
Builds
Consumer and Business Banking solutions and digital adoption
Domain
Banking / Financial Services
Deliverable
product features
Required skills
bilingual communication (English/Spanish), customer service, sales, loan application criteria explanation, AML/BSA/KYC compliance, fraud identification, complaint resolution, overdraft management, transaction processing, lobby management
Preferred skills
referral ability, sales ability
Technologies
internet user-level technology, banking systems
Responsibilities
Educate customers on banking solutions, engage customers to promote digital capabilities, explain loan decision criteria, assist with AML/BSA/KYC processes, resolve customer complaints, review and approve overdrafts, complete customer transactions, manage lobby interactions
Seniority
Entry-level, hands-on IC