Job Description: Universal Banker

Universal Bankers are responsible for assisting customers with their banking transactions and helping them achieve their financial goals. Provides financial services, which encompass commencing/cutting off accounts, addressing customer concerns, and marketing bank merchandise. Backs team advancement and recognizes sales chances to cater to customer demands.

Key Responsibilities:

Initiate, manage, and finalize customer accounts including checking, savings, IRA, and deposit types.
Explain bank products and cross-sell services to provide financial solutions and additional offerings tailored to meet individual customer requirements.
Assist customers in resolving issues and support account-related inquiries.
Manage account changes and uphold precise documentation.
Maintain confidentiality while offering exceptional customer care.
Oversight of support team functions, reporting mechanisms, and audit procedures.
Attain objectives for both sales and building relationships.

Qualifications:

A high school diploma or a comparable certification is necessary.
0–3 years of experience in the banking or customer service field.
Elementary grasp of investment options and financial products.

Requirements:

Meeting the requirements of mandatory training programs.
Skilled in overseeing accounts, debit cards, and handling customer service tasks.
Familiarity with strategies for fraud deterrence, wire transfer procedures, and digital banking operations.

Skills:

Proficient in delivering clear messages and providing exceptional customer care.
Proficiency in basic arithmetic and computer operations.
Possessing a professional demeanor and a keen eye for details.

Work Schedule:

Monday – Thursday: 8:00 AM – 5:00 PM
Friday: 9:00 AM – 6:00 PM
Total: 40 hours per week

Universal Banker

Location : San Antonio, TX, 78214