Universal Banker, Boca Mizner Branch

Entry-level Universal Banker responsible for assisting in sales, products or service activities in coordination with the customer service team. Build customer relationships to foster loyalty and help increase sales to individual consumer clients. Responsibilities include assisting with basic account openings, delivering service to internal/external customers, processing financial transactions, referring opportunities to segment partners, creating sales opportunities from service transactions, resolving customer issues promptly, supporting branch sales/service activities (seminars, micromarketing, promotional campaigns, product initiatives), and adhering to operational controls to ensure safety and compliance with laws and policy.