Role OverviewThe Universal Banker will provide a distinctive client experience, educate clients on digital solutions, support team sales process, and participate in Integrated Relationship Management (IRM).
What You Will Do
The Universal Banker will perform complex and standardized transactions, uncover client needs, and support team sales process through outbound calls and referrals.
Why It Might Be a Fit
The Universal Banker will be a fit for this role if they have excellent interpersonal and communication skills, a desire to interact with clients and prospects, and the ability to multi-task under time constraints.
Requirements
- High school diploma or equivalent education
- Two years of teller or cash handling or client service experience
- Six months of client relationship building or sales experience
- Excellent interpersonal and communication skills
- Ability to master personal computer (PC) keyboard and software skills
- Ability to multi-task under time constraints
- Demonstrated proficiency in basic computer applications
- Ability to travel to accommodate temporary staffing needs
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401k plan
- Vacation days
- Sick days
- Paid holidays
- Defined benefit pension plan
- Restricted stock units
- Deferred compensation plan
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