More jobs:
Universal Banker
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-15
Listing for:
Ascendo-Resources
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Banking & Finance
Job Description & How to Apply Below
We are looking for an experienced and customer-oriented Universal Banker. The ideal candidate will be responsible for building and maintaining relationships with clients by offering personalized banking services and financial advice. The Universal Banker will be expected to meet sales goals, ensure customer satisfaction, and adhere to all banking regulations and policies.
Responsibilities:- Advise customers on bank services for their needs (e.g. loans and credit cards)
- Manage customer bank accounts; open, close and oversee transactions
- Resolve issues with banking services and accounts
- Refer clients to inhouse financial experts, as needed
- Reach out to potential customers to generate new business
- Present financial products and services to existing and prospective customers
- Perform administrative duties (e.g. entering data into banking software)
- Previous banking experience
- Bilingual preferred - English & Spanish
- Knowledge of personal banking practices and regulations
- Familiarity with banking software; excellent use of MS Office
- Ability to work diligently to meet targets
- Excellent communication and negotiation skills
- Customer-oriented approach to handling problems
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