Universal Banker - Hamden, CT
Core
Frontline branch role delivering sales, service, and digital engagement for Consumer and Business Banking customers while handling daily teller operations.
Role type
Universal Banker (Teller/Sales)
Builds
Consumer and Business Banking solutions, digital adoption, and branch operational efficiency
Domain
Banking / Retail Finance
Deliverable
product features | client delivery
Required skills
Retail sales, customer service, loan application criteria explanation, AML/BSA/KYC compliance, fraud identification, complaint resolution, overdraft management, transaction processing, lobby management, digital fluency
Preferred skills
Bilingualism, referral and sales ability
Technologies
Internet user-level technology, banking core systems
Responsibilities
Educate customers on banking solutions and recommend products based on needs; Engage customers to encourage digital banking adoption; Explain loan application criteria and assist with overdrafts; Assist with AML, BSA, and KYC processes and escalate fraud cases; Resolve customer complaints and log interactions; Complete teller transactions and operational duties; Manage lobby flow and greet customers; Promote bank brand and compliance standards.
Seniority
Entry-level, hands-on IC