Universal Banker Job Description Template
Our company is looking for a Universal Banker to join our team.
Responsibilities:
- Branch opening and closing – Perform notary public service;
- Consumer loan applications and closings – Promote products and services based on customer’s needs;
- Personal ATM/Debit cards (ie. ordering and closing cards, resolving transaction errors, handling fraudulent transactions);
- Overdraft protection services;
- Check orders and updating address and contact information;
- In-bound and out-bound call handling – Referrals to business partners;
- Account opening and maintenance – Teller transaction processing;
- Establishing personal online banking services and assisting with basic navigation questions;
- Wires and other electronic transfers;
- Assist team in achieving branch goals;
- Recommends appropriate retail accounts and services by explaining unique benefits to the customer in addition to features;
- Informs customers of services offered by other business lines and connects customer to them when appropriate.
Requirements:
- Intermediate experience, knowledge and training in branch operation activities, terminology and products and services;
- Must be bilingual in English and Spanish to effectively assist clients.