Universal Banker
$42,744–$71,240 year
On-siteWayne, Pennsylvania, United States
Job Summary
Conduct daily branch operations as a teller, holding scheduled and walk-in appointments to identify customer needs while referring complex cases to appropriate partners. Educate customers on Consumer and Business Banking solutions, explain loan application criteria, and proactively reach out to drive retention and expansion. Manage lobby interactions, greet clients, and introduce banking partners for product solutions, while accurately completing transactions and resolving overdrafts. Log customer complaints, escalate suspected fraud, and adhere to AML, BSA, and KYC compliance processes. Maintain internal control standards and meet Federal SAFE Act registration requirements.
Required Qualifications
- High school diploma or equivalent (GED)
- Minimum of 1 year's proven retail sales, call center, customer service, or telesales experience
- 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
- Ability to stand for long periods of time
- Prolonged use of hands and fingers
- Ability to lift light to heavy objects weighting 5 lbs. to 30 lbs.
- Ability to read fine print
- Ability to interact with customers in an open face-to-face work environment
- 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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