Universal Banker II

Overview

Small enough to care. Big enough to deliver.

The Universal Banker II role is an entry level, but experienced retail banking role responsible for developing and maintaining account relationships with new and existing customers through actively promoting, selling, and referring bank products and services.  The majority of time is spent establishing deposit accounts and retail services, resolving complaints and concerns related to these, and making appropriate referrals to other business lines.  Will also conduct teller counter banking transactions.  Will serve as an experienced resource for less experiences retail associates.

Responsibilities

• Identifies needs for retail customers by asking open ended questions to recommend and open appropriate accounts and services by explaining unique features and benefits to the customer; performs necessary tasks to establish and / or update them as needed.
• Identifies opportunities for referrals to other business lines and makes introduction to the employee.
• Uses bank technology and resources to track sales and service activity, keep customer information current, and inform them of additional ways we can meet their needs.
• Overcomes customer concerns and resolves any complaints related to deposit account transactions.

Assists customers with a variety of retail service needs including but not limited to :

Embraces leadership opportunities within the branch by :

Qualifications

Created By : Compensation Range

The Perks!

RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.

Let's build something great, together.