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Universal Banker: Customer Service & Cross-Sell Expert
Job in
New Haven, New Haven County, Connecticut, 06540, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Jobtailor is seeking a Universal Banker in New Haven, CT to handle new accounts, assist customers with financial products, and cross-sell when appropriate. You will process new account transactions, verify customer identification, and provide courteous service.
The role emphasizes accurate funds eligibility checks, ACH, wire transfers, and regulatory compliance, with strong communication and time-management skills to multitask in a busy banking environment.
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