Senior Universal Banker

The Senior Universal Banker is a senior branch operations role responsible for supporting the daily operational needs of the branch while delivering an exceptional client experience. This position is intended for an individual who enjoys sales and cross selling other bank products. This role does include some teller operations, cash handling, compliance expectations, and risk management. This role will have sales goals.

This role serves as an experienced banker resource within the branch and may provide day-to-day guidance to branch team members on cross-selling, transaction processing, balancing, account servicing, operational procedures, and client issue resolution. The Lead Banking Specialist is expected to support accurate and efficient branch operations while helping ensure clients are served professionally, promptly, and in accordance with bank standards.

Given the client demographics and service needs within the Pac Rim market, proficiency in both Mandarin and Cantonese is preferred.

This role is ideal for candidates with experience as a Teller Supervisor, Lead Teller, Senior Teller, Banking Specialist III, Universal Banker, Branch Operations Specialist, Client Service Representative, Member Services

Representative, or similar branch banking operations role
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Successful candidates will have demonstrated experience in branch operations, cash handling, transaction processing, client service, operational problem-solving, compliance, and supporting a high-volume retail banking environment.

• Support daily branch operations in a non-transformed office with significant operational and transaction-processing needs.
• Serve as an experienced operational resource for branch team members, including guidance on teller transactions, balancing, cash handling, account servicing, and procedural questions.
• Support the accurate and efficient processing of client transactions, deposits, withdrawals, payments, wire requests, official checks, and other branch banking services.
• Assist with opening and closing branch procedures, vault balancing, cash ordering, cash limits, negotiable instruments, ATM support, and other operational controls as assigned.
• Monitor daily work to help ensure transactions and client requests are completed accurately and in accordance with established procedures.
• Help identify and resolve operational issues, balancing discrepancies, service concerns, and transaction exceptions.
• Escalate complex client, operational, compliance, or risk-related matters to branch leadership as appropriate.

• Deliver a professional, responsive, and high-quality client experience during each interaction.
• Assist clients with routine and complex banking needs, including account inquiries, transaction requests, digital banking questions, and service-related issues.
• Build trust with clients by providing accurate information, clear communication, and timely follow-up.
• Identify opportunities to deepen client relationships by recognizing financial needs and making appropriate referrals to branch bankers or internal business partners.
• Support client adoption of digital banking, online banking, mobile banking, and self-service options where appropriate.
• Provide service that is responsive to the needs of the local market, including clients who may prefer to conduct banking conversations in Mandarin or Cantonese.

• Follow all bank policies, procedures, regulatory requirements, and risk management expectations.
• Maintain strong attention to detail when processing transactions, reviewing documentation, handling cash, and supporting account servicing activities.
• Protect confidential client…