Universal Banker
Core
Handle banking demands for Personal, Prestige, and Private Banking clients, resolving product inquiries and account activities (e.g., account openings, statements) efficiently while ensuring compliance with legislative requirements.
Role type
Universal Banker
Builds
Client account activities and banking transactions
Domain
Consumer Banking / Financial Services
Deliverable
client delivery
Required skills
FAIS Representative license, banking process knowledge, product and services knowledge, client acceptance and review, application and submission verification, processing
Preferred skills
Branch banking or contact centre experience
Technologies
Consumer banking applications
Responsibilities
Assess and resolve client banking demands, open relevant accounts, generate statements, provide debit order information, ensure compliance with FAIS requirements
Seniority
Mid-level, operational IC