Universal Banker
UniversalBankerFloat
“Universal Banker - Float at Universal Banker. Skills: Sales, Customer service, Banking operations. Educate customers on features and benefits. Make recommendations based on customer needs”
What You'll Achieve.
Drive sales and customer experience; Resolve customer problems in a timely manner; Ensure branch-related operational issues are resolved efficiently and accurately
Industry & Context.
Resolve customer problems; Critical thinking
Ability to travel between branches, Ability to stand for long periods, Prolonged use of hands and fingers, Ability to lift light to heavy objects (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
High school diploma or equivalent (GED), 1 year’s proven retail sales, call center, customer service, or telesales experience, Ability to easily travel between branches on an as needed basis, 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, Responsible for meeting and maintaining 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
Make recommendations based on customer needs
Engage customers to bank with us
Provide solutions to meet customer needs
Support use of digital capabilities
Explain loan application decision criteria
Complete servicing responsibilities
Identify opportunities to solve banking needs
Follow Bank's sales process
Provide customer-focused advice
Reach out to customers for retention
Adhere to customer service standards
Provide differentiated customer experience
Understand customer needs
Engage in lobby management
Meet and greet customers
Take ownership of customer needs
Introduce banking partners
Identify and escalate suspected fraud
Resolve and log customer complaints
Review and approve overdrafts
Complete customer transactions
Complete operational activities
Document customer interactions and appointments
Adhere to compliance and risk controls
Promote an environment supporting belonging
Maintain internal control standards
Complete other duties as assigned
How You'll Work.
Team & Collaboration
Work with product team; Interact with appropriate areas within the Bank
Communication Scope
Verbal communication skills; Interpersonal skills
Applying for this Universal Banker - Float role?
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