Bilingual Universal Banker
Core
Branch customer service and sales specialist handling teller operations, digital engagement, and loan application guidance for Consumer and Business Banking customers.
Role type
Bilingual Universal Banker (Teller/Sales)
Builds
Consumer and Business Banking relationships and digital adoption
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
bilingual communication (English + second language), teller operations, loan application explanation, customer retention, lobby management, AML/BSA/KYC compliance, fraud identification, complaint resolution, overdraft management, transaction processing
Preferred skills
retail sales, referral generation
Technologies
internet user-level technology, banking core systems
Responsibilities
Educate customers on banking solutions, manage walk-in and scheduled appointments, process transactions and resolve overdrafts, assist with loan application criteria, maintain AML/BSA/KYC compliance, log customer complaints, promote digital banking adoption, manage lobby flow
Seniority
Entry-level, individual contributor