A financial institution is seeking a Universal Banker to provide exceptional customer service, manage transactions, and actively sell financial products. The candidate will need excellent communication skills and at least 3-5 years of retail experience. Responsibilities include opening accounts, resolving customer issues, and engaging in sales conversations. This position requires a High School Diploma with a preference for college education, as well as proficiency in Microsoft applications.
Qualifications
3-5 years of retail experience, preferably in banking.
Prior customer service or cash handling experience.
Excellent verbal and written communication skills.
Responsibilities
Demonstrate outstanding customer service per bank values.
Open accounts, handle transactions, and resolve customer issues.
Engage in proactive sales conversations with customers.
Skills
Customer service
Sales techniques
Communication
Cash handling
Problem solving
Education
High School Diploma or equivalent
College degree preferred
Tools
Microsoft Word
Microsoft Excel
Microsoft Outlook
Bank systems (CRM, financial apps)
Job description
A financial institution is seeking a Universal Banker to provide exceptional customer service, manage transactions, and actively sell financial products. The candidate will need excellent communication skills and at least 3-5 years of retail experience. Responsibilities include opening accounts, resolving customer issues, and engaging in sales conversations. This position requires a High School Diploma with a preference for college education, as well as proficiency in Microsoft applications.