The Universal Banker II 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 II 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.
You will be responsible for opening and closing accounts, processing transactions, assisting with loan applications, and resolving member issues while building strong relationships.
This role requires a consultative approach to identify member needs, recommend appropriate products, and collaborate with internal experts to improve members' overall financial well-being.
Matching Summary
The Universal Banker II 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 transactions processing
Account opening and maintenance
Loan application processing
Member relationship building
Branch technology systems knowledge
Compliance with laws and regulations
Nice-to-have
Consultative sales approach
Problem resolution skills
Teamwork and collaboration
Adaptability to change
Proactive communication
Key Requirements
High school diploma or equivalent
Three years of financial or retail sales experience