Universal Banker (Vestal Pkwy Branch)
Core
Universal Banker providing sales, service, and digital engagement for Consumer and Business Banking customers at a branch.
Role type
Branch Universal Banker
Builds
Consumer and Business Banking solutions and digital adoption
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
retail sales, customer service, loan application criteria explanation, AML/BSA/KYC compliance, 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 digital capabilities; manage customer appointments and walk-ins; process transactions and resolve overdrafts; assist with loan application criteria; adhere to AML/BSA/KYC processes; handle customer complaints; promote digital banking adoption; manage lobby interactions.
Seniority
Entry-level, individual contributor