The Universal Banker role combines Teller and Personal Banker duties, focusing on delivering exceptional customer service, managing client portfolios, and driving branch growth through sales and business development.
Responsibilities include processing transactions, advising on financial products, opening accounts, loan processing, and promoting digital banking.
They engage in community events, adhere to compliance standards, and maintain confidentiality.
Qualifications include an associate or bachelor's degree, customer service experience, proficiency in MS Office, and potential for NMLS certification.
Key skills are strong communication, sales ability, product knowledge, and teamwork.
The position involves working in an office environment with some travel, requiring standing, sitting, and occasional lifting. It emphasizes a culture of CARE, respect, continuous development, and customer-focused service.