Universal Banker- Woodbridge VA
Core
Specializes in branch customer experience through sales, service, and digital engagement of Consumer and Business Banking customers while supporting daily branch operations.
Role type
Universal Banker (Retail Banking)
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, digital engagement, lobby management, AML/BSA/KYC compliance, fraud identification, complaint resolution, overdraft management, transaction processing
Preferred skills
bilingualism, referral and sales ability
Technologies
internet user-level technology, banking systems
Responsibilities
Educate customers on banking solutions and make recommendations; engage customers to encourage digital capabilities; explain loan application criteria; assist with AML, BSA, and KYC processes; resolve customer complaints and overdrafts; complete customer transactions; manage lobby interactions; promote bank brand and belonging.
Seniority
Entry-level, individual contributor