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Job summary
A leading financial services company is seeking an entry-level Universal Banker to assist with sales and customer service operations. This role is pivotal in building customer loyalty and increasing sales to individual consumer clients. Responsibilities include assisting with account openings, resolving service issues, and creating sales opportunities. Ideal candidates will have 1-3 years of relevant experience and a high school diploma. Clear communication skills and a customer-focused approach are essential.
Qualifications
1-3 years of relevant experience required in retail banking or similar.
Ability to demonstrate clear and concise written and verbal communication skills.
Responsibilities
Assist in basic account opening for existing customers.
Provide service delivery to resolve account service issues.
Create sales opportunities from service transactions.
Skills
Communication skills
Customer service
Sales techniques
Education
High School diploma or equivalent
Job description
A leading financial services company is seeking an entry-level Universal Banker to assist with sales and customer service operations. This role is pivotal in building customer loyalty and increasing sales to individual consumer clients. Responsibilities include assisting with account openings, resolving service issues, and creating sales opportunities. Ideal candidates will have 1-3 years of relevant experience and a high school diploma. Clear communication skills and a customer-focused approach are essential.