Universal Banker - Waterford, CT
Core
Deliver exceptional branch experience through customer service, relationship building, and financial solutions for consumers and businesses.
Role type
Universal Banker (Retail Banking)
Builds
Consumer and business deposit accounts, banking solutions, and digital banking adoption
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Customer service, sales, relationship building, account opening, transaction processing, digital banking promotion, compliance (AML/BSA/KYC), conflict resolution
Preferred skills
Banking experience, account opening experience, sales/referral experience, bilingual skills
Technologies
Bank systems, digital banking tools, self-service solutions
Responsibilities
Process customer transactions, open and service accounts, identify financial needs, educate on products, recommend solutions, resolve complaints, promote digital tools, document interactions, escalate fraud concerns
Seniority
Entry-level to Mid-level, hands-on IC