As an Universal Banker, you will go beyond the basic banking transactions and play a pivotal role in building and maintaining client relationships.
You'll be responsible for the adept handling of new consumer and complex business accounts, ensuring a seamless and beneficial banking experience.
Your expertise in actively cross-selling and promoting the Bank's products and services will be crucial in achieving sales targets and fostering business growth.
Responsibilities :
- Open new consumer and complex business accounts
- Process new account transactions
- Assist clients in selecting accounts and financial services
- Cross-sell the Bank's products and services
- Maintain and close all account types
- Promote business for the Bank and maintain client relations
- Refer clients to relevant staff and partners for additional services
- Ensure compliance with Bank policies, procedures, and state and federal regulations
- Perform branch clerical duties
Qualifications :
- 3+ years of banking teller experience
- Advanced experience with opening consumer and complex business accounts
- Prior supervisory experience preferred
- Strong customer relations skills with a cooperative and positive communication style
- Knowledge of banking regulations (e.g., BSA, Information Security)
- Strong judgment and ability to handle confidential information
- Proficiency in MS Office (Word, Excel, Outlook) and banking programs
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