Universal Banker
UniversalBanker
“Universal Banker at Universal Banker. Educate customers on features and benefits. Engage customers to bank with us”
Industry & Context.
Ability to stand for long periods of time, Prolonged use of hands and fingers, Ability to lift light to heavy objects weighting 5 lbs. to 30 lbs., Ability to read fine print, Ability to interact with customers in an open face-to-face work environment
What They're Looking For.
Must Have
1 year’s proven retail sales, call center, customer service, or telesales experience, verbal communication skills, interpersonal skills, Ability to interact with varying customers (consumer to small business), Ability to effectively handle difficult customer conversations, Well-organized, Proven time management skills, Proven prioritization skills, Ability to work under critical time constraints in a team environment, Proficiency with internet user-level technology, registration requirements under the Federal SAFE Act
Nice to Have
Bilingual based on branch needs, Proven referral and/or sales ability
What You'll Do.
Educate customers on features and benefits
Engage customers to bank with us
Explain loan application decision criteria
Complete servicing responsibilities
Follow Bank’s sales process
Reach out to customers
Adhere to customer service standards
Engage in lobby management
Introduce banking partners
Identify and escalate fraud cases
Resolve customer complaints
Approve and resolve overdrafts
Complete customer transactions
Complete operational activities
Adhere to compliance/operational risk controls
Promote an environment that supports belonging
Maintain M&T internal control standards
Meet registration requirements
Complete other duties as assigned
How You'll Work.
Communication Scope
verbal communication skills
Applying for this Universal Banker role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Universal Banker?
Real rants from real employees. Read before you apply.