Universal Banker

• exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels
• act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs
• continuously learns new and existing products through sales aids
• provide exceptional service delivery to internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively
• energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs
• approach and engage clients in the lobby to demonstrate expertise in digital capabilities and financial needs
• connect clients to the appropriate partners as necessary
• take full ownership of clients’ problems to resolve client complaints/issues promptly
• recognize transaction needs of clients and direct them as needed
• educate clients on self-service capabilities and encourage use of digital service channels
• exercise ownership and ensure all follow-up items are complete or handled off to the appropriate individual
• execute financial transactions in accordance with policies while maintaining an acceptable record in drawer balancing
• create a welcoming environment for customers and employees

• 1-3 years relevant experience
• experience with face-to-face customer service, digital engagement and basic sales/referrals
• open, client service orientation and desire to help customers
• excellent verbal and written communication skills
• analytical and problem solving skills
• basic computer and digital tools skills
• sales experience desired

retail experience

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages including vacation, sick leave, and paid holidays