Universal Banker II
Indexed description
- Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting
- Maintain a comprehensive understanding of retail banking products and services
- Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers’ needs, while considering their unique perspectives and priorities
- Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions
- Identify opportunities and make referrals cross-sell banking products and services, to other areas of the bank
- Educate customers on options for managing transactions using technology and all other tools and resources available
- Apply product and service knowledge to effectively solve customer problems
- Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality
- Ensure adherence to banking regulations and internal policies
- 1+ years of previous banking and cash handling
- 1+ years of lending experience
- NMLS License required
- Demonstrated analytical, accuracy, and problem-solving skills
- Strong verbal and written interpersonal communication skills
- Ability to uncover and provide solutions to meet customer needs
- Current Notary Public Certification preferred
- Must be able to pass a criminal background & credit check
- This is a full-time, non-remote position
- Non-Exempt
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
USD $20.00 - USD $24.54 /Hr.
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