Universal Banker (Trapelo Rd branch)
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)
Builds
Consumer and Business Banking solutions, digital banking adoption, and branch operational efficiency
Domain
Banking / Retail Finance
Deliverable
product features
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 digital capabilities; process teller transactions and manage lobby flow; assist with loan application criteria and overdrafts; identify and escalate fraud; resolve customer complaints; maintain regulatory compliance (SAFE Act, AML, BSA, KYC).