Universal Banker - Main Cedar Branch
Core
Frontline banking role handling teller operations, customer service, and sales for Consumer and Business Banking customers.
Role type
Universal Banker (Teller/Sales)
Builds
Consumer and Business Banking solutions, digital adoption, and loan applications
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Retail sales, customer service, loan application processing, AML/BSA/KYC compliance, complaint resolution, overdraft management, transaction processing, lobby management
Preferred skills
Bilingualism, referral and sales ability
Technologies
Internet user-level technology, banking core systems
Responsibilities
Educate customers on banking solutions, engage customers to promote digital capabilities, explain loan criteria, complete servicing and operational tasks, proactively reach out for retention/expansion, manage lobby interactions, assist with AML/BSA/KYC processes, resolve customer complaints and overdrafts, process transactions accurately.
Seniority
Entry-level, hands-on IC