The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team
Job Summary
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.
Assist in basic account opening for existing customer and provide service delivery to internal/external customers to resolve account service issues.
Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.
Matching Summary
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.
Salary
Base: $50,030.00 - $65,270.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off
Skills & Requirements
Must-have
Financial transaction execution
Customer complaint resolution
Sales opportunity creation
Adherence to operational controls
Risk assessment and compliance
Nice-to-have
Bilingual Spanish/English speaking
Fostering customer loyalty
Participating in promotional campaigns
Key Requirements
1-3 years of relevant experience
Previous Retail Banking or similar experience
High School diploma or equivalent
Clear and concise written and verbal communication skills