Role OverviewThe Universal Banker will build and manage client relationships, serve as a trusted advisor, and process routine financial center transactions. They will also participate in community outreach and business development activities to expand the client base.
What You Will Do
The Universal Banker will conduct proactive outreach, needs assessments, and consultative sales conversations. They will also educate clients on self-service and digital banking solutions, process routine financial center transactions, and identify and refer clients to internal partners for specialized financial needs.
Why It Might Be a Fit
The Universal Banker will be a trusted advisor to clients, matching financial products and services to meet their goals. They will also develop and maintain a strong sales pipeline to achieve assigned goals and contribute to branch growth.
Requirements
- High school diploma or GED required; Bachelor’s degree preferred
- 1+ year of sales, client service, or retail experience required; prior banking experience preferred
- NMLS registration under the SAFE Act of 2008 required
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