The Universal Banker I combines teller and sales roles to provide exceptional service and assist members with a wide range of financial needs, including account openings, transactions, and loans
Job Summary
The Universal Banker I combines teller and sales roles to provide exceptional service and assist members with a wide range of financial needs, including account openings, transactions, and loans.
You will serve as a knowledgeable resource, building strong relationships to recommend appropriate products, resolve issues, and ensure a seamless, positive experience for members.
This role requires demonstrating full working knowledge of branch technology, supporting operational ratings, and collaborating with team members to improve efficiency and member satisfaction.
Matching Summary
The Universal Banker I combines teller and sales roles to provide exceptional service and assist members with a wide range of financial needs, including account openings, transactions, and loans.
Skills & Requirements
Must-have
Financial transaction processing
Account opening and maintenance
Member relationship building
Consultative selling of financial products
Branch technology systems knowledge
Compliance with federal, state, and local laws
Nice-to-have
Exceptional service delivery
Problem resolution and issue management
Collaborative team environment
Proactive member engagement
Continuous learning and development
Key Requirements
High school diploma or equivalent
Three years of financial or retail sales experience
Experience with loan application process
Ability to interpret financial information
Proficiency in Microsoft Office Suite
Must pass background check (Credit, Drug Screen, Bondability, Criminal)