The Universal Banker I combines the roles of a teller and seller to provide exceptional service to both members and potential members, serving as a knowledgeable resource for a wide range of financial needs
Job Summary
The Universal Banker I combines the roles of a teller and seller to provide exceptional service to both members and potential members, serving as a knowledgeable resource for a wide range of financial needs.
Essential duties include greeting members, processing financial transactions, maintaining balancing records, handling member issues, and operating branch technology systems.
This role requires building strong member relationships, recommending appropriate products, resolving issues, and ensuring a seamless, positive experience while collaborating with internal experts.
Matching Summary
The Universal Banker I combines the roles of a teller and seller to provide exceptional service to both members and potential members, serving as a knowledgeable resource for a wide range of financial needs.
Skills & Requirements
Must-have
Financial transaction processing
Account opening and maintenance
Loan application processing
Member relationship building
Branch technology systems
Compliance with laws and policies
Nice-to-have
Consultative sales approach
Problem resolution skills
Teamwork and collaboration
Commitment to member satisfaction
Adaptability to change
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
Pass background check (Credit, Drug Screen, Criminal)