Universal Banker

Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions, and appointment setting. Maintain a comprehensive understanding of retail banking products and services. Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers’ needs, while considering their unique perspectives and priorities. Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions. Identify opportunities and make referrals to cross-sell banking products and services to other areas of the bank. Educate customers on options for managing transactions using technology and all other tools and resources available. Apply product and service knowledge to effectively solve customer problems. Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality. Ensure adherence to banking regulations and internal policies. Requirements 1+ years of previous banking, cash handling, or retail experience. Demonstrated analytical, accuracy, and problem-solving skills. Strong verbal and written interpersonal communication skills. Core Competencies Demonstrates expertise in retail banking products and services, with a strong focus on customer relationship management and problem-solving. Proficient in processing transactions accurately while adhering to banking regulations and internal policies. Highest-signal resume keywords Retail Banking Experience Customer Relationship Management Problem-Solving Skills Cash Handling Interpersonal Communication ATS Optimization Keywords Hard Skills Transaction Processing Loan Product Delivery Cross-Selling Analytical Skills Accuracy in Financial Transactions Soft Skills Verbal Communication Written Communication Industry Keywords Banking Regulations Retail Banking Customer Needs Assessment Tools & Technologies Banking Technology Customer Management Tools #J-18808-Ljbffr