Universal Banker IV
$69,992–$85,010 year
On-site · Scottsdale, Arizona, United States
Job Summary
Universal Banker IV responsible for driving branch growth and delivering exceptional customer experiences. The role processes a broad range of financial transactions, proactively identifies sales opportunities, and acquires new consumer and business checking accounts through outbound calling, networking, community involvement, and referrals. Supports the Branch Manager in operational leadership, sales leadership, coaching, and lending authority. Emphasizes deposit growth, customer service excellence, relationship management, cross-selling opportunities, and maintaining a robust pipeline while ensuring compliance and accurate processing of transactions. Provides guidance to teammates, conducts training, and maintains deep knowledge of products, services, and local market needs.
Required Qualifications
- Associate degree (A.A.) or equivalent from a two-year college or technical school; or one to two years related experience or equivalent combination of education and experience.
- At least four years of sales experience in a financial institution with a proven track record of achieving sales targets, particularly in deposit growth and new account acquisition.
- Strong communication and interpersonal skills.
- Strong digital literacy and attention to detail.
- Excellent analytical, problem-solving, leadership and critical thinking skills.
- Excellent customer relation skills.
- Proactive and results-oriented, with a strong aim to succeed in a sales-driven environment.
- Ability to handle several priorities.
- Detail oriented.
- Strong time management and organizational skills.
- Flexible.
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