Universal Banker - Float
Core
Support daily branch operations and drive sales for Consumer and Business Banking customers through teller duties, customer service, and digital engagement.
Role type
Universal Banker (Float)
Builds
Consumer and Business Banking solutions and customer relationships
Domain
Banking / Retail Finance
Deliverable
product features
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
Responsibilities
Educate customers on banking solutions and digital capabilities; manage walk-in and scheduled appointments; process transactions and resolve overdrafts; assist with loan application criteria; adhere to AML, BSA, and KYC processes; resolve customer complaints; maintain internal control standards and audit points.
Seniority
Entry-level, hands-on IC