Senior Universal Banker II - Customer Experience & Sales

BayWa r.e. Solar Trade Global; Chicago (IL); On-site; USD 40,000 - 55,000; Full time

Job summary

A financial services provider in Chicago is seeking a Universal Banker II to deliver excellent service and support customer needs. The ideal candidate will have a strong background in retail banking, possess effective sales skills, and be able to process transactions efficiently. Responsibilities include opening new accounts, handling inquiries, and maintaining cash drawer accuracy. The position requires a high school diploma and proficiency in Microsoft Office and Salesforce.

Qualifications

• One year of retail banking experience is required.
• Six months of new account experience is required.
• Must have a smartphone (iOS or Android) that supports security features.

Responsibilities

• Provide excellent customer service to all customers and employees.
• Process teller line transactions and balance cash drawer.
• Open new accounts accurately and efficiently.
• Handle complex customer inquiries and requests.
• Demonstrate strong sales skills and document referrals.

Skills

Sales skills

Customer service orientation

Critical thinking

Ability to work independently

Adaptability

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Salesforce

Job description

A financial services provider in Chicago is seeking a Universal Banker II to deliver excellent service and support customer needs. The ideal candidate will have a strong background in retail banking, possess effective sales skills, and be able to process transactions efficiently. Responsibilities include opening new accounts, handling inquiries, and maintaining cash drawer accuracy. The position requires a high school diploma and proficiency in Microsoft Office and Salesforce.