Universal Banker - Boulevard Branch
Core
Universal Banker providing sales, service, and digital engagement for Consumer and Business Banking customers while supporting daily branch operations.
Role type
Frontline retail banker (IC)
Builds
Consumer and Business Banking solutions, digital adoption, and customer relationships
Domain
Banking / Retail Finance
Deliverable
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
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 decision criteria, assist with AML/BSA/KYC processes, resolve customer complaints and overdrafts, complete accurate transactions, manage lobby interactions, refer complex needs to partners
Seniority
Entry-level, hands-on IC