Universal Banker Travel I

About This Role

Serve as a Universal Banker, consulting customers through financial profiles, identifying needs, and cross-selling products to attract, expand, and retain customer relationships across multiple banking centers.

Responsibilities

• Consult customers by conducting financial profiles and identifying needs
• Cross-sell and up-sell opportunities to attract, expand, and retain customer relationships
• Contribute to the financial growth of multiple banking centers
• Serve as both a Teller and Personal Banker, floating between banking centers
• Proactively communicate with clients to educate, resolve issues, and maintain loyalty
• Open new accounts and service existing accounts
• Achieve defined sales and service goals
• Work on the teller line, operating the teller drawer and performing specialized teller functions
• Perform accurate transactions, balance daily, and verify cash totals
• Provide assistance and training to other colleagues and serve as a mentor

Requirements

• 1+ years of customer service experience
• High school diploma or GED

Qualifications

• High school diploma or GED required. Bachelor’s degree in business or related field preferred.
• 1+ years of customer service experience required. Cash handling or sales experience preferred.

Nice to Have

• Cash handling experience
• Sales experience
• Bachelor’s degree in business or related field
• Highly motivated team-player with ability to develop and maintain collaborative relationships
• Strong written and verbal communication skills
• Intermediate PC proficiency
• Intermediate proficiency in Google Docs and Microsoft Office products

Skills

* Required skills

Benefits