Universal Banker - Float
$38,854–$64,771 year
On-siteHarrisburg, Pennsylvania, United States
Job Summary
Educate customers on Consumer and Business Banking solutions, explain loan application criteria, and recommend products based on identified needs. Engage clients through digital capabilities, lobby management, and proactive outreach to drive retention and expansion. Handle walk-in and scheduled appointments, resolve overdrafts, and accurately log transactions and complaints while adhering to AML, BSA, and KYC processes. Identify and escalate suspected fraud cases, introduce appropriate banking partners, and maintain internal control standards. Travel between branches as needed to support staff and meet operational requirements.
Required Qualifications
- High school diploma or equivalent (GED)
- Minimum of 1 year's proven retail sales, call center, customer service, or telesales experience
- Ability to easily travel between branches on an as needed basis
- Strong verbal communication skills
- Strong 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
- Responsibility for meeting and maintaining registration requirements under the Federal SAFE Act
Desired Qualifications
- Bilingual based on branch needs
- Proven referral and/or sales ability
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