Universal Banker

• Drive proactive needs-based sales conversations through service-to-sales interactions, teller interactions, and appointment setting.
• Maintain a comprehensive understanding of retail banking products and services.
• Identify opportunities to enhance existing customer relationships and cultivate new ones by understanding and addressing customers’ needs.
• Assist customers financially by delivering loan products and ensuring packages are correct and complete.
• Identify opportunities and make referrals to cross-sell banking products and services.
• Educate customers on transaction-management options using technology and available tools and resources.
• Apply product and service knowledge to solve customer problems.
• Process deposits, withdrawals, and other routine transactions accurately and confidentially.
• Ensure adherence to banking regulations and internal policies.

• 1+ years of previous banking, cash handling, or retail experience.
• Demonstrated analytical, accuracy, and problem-solving skills.
• Strong verbal and written interpersonal communication skills.
• Must be able to pass a criminal background and credit check.
• Must work in a full-time, non-remote position.

Demonstrates expertise in retail banking products and services, with a strong focus on customer relationship management and sales through service interactions. Proficient in processing transactions accurately while adhering to banking regulations and internal policies.

• Retail Banking Experience
• Customer Relationship Management
• Sales Skills
• Analytical Skills
• Problem-Solving Skills

• Cash Handling
• Transaction Processing
• Loan Products Knowledge
• Cross-Selling
• Product Knowledge

• Verbal Communication
• Written Communication
• Interpersonal Skills

• Criminal Background Check
• Credit Check

• Banking Regulations
• Retail Banking
• Customer Needs Assessment

• Transaction Management Technology