Universal Banker
Core
Acquires, manages, and retains client relationships using a consultative sales and service approach to fulfill financial needs.
Role type
Universal Banker (Client Advisor)
Builds
Client relationships and sales pipeline
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
consultative sales, client relationship management, financial needs assessment, product knowledge, transaction processing, lobby management, regulatory compliance
Preferred skills
Bachelor's degree, prior banking experience, cash handling experience
Technologies
banking systems, mobile banking platforms, online banking tools, ATM systems
Responsibilities
Meet with clients in person and over the phone to discover financial needs and tailor product solutions; Process routine and complex transactions including deposits, withdrawals, and loan payments; Educate clients on digital self-service options; Manage lobby traffic and direct client interactions; Drive proactive sales conversations to build a pipeline of appointments; Refer clients to specialized business partners for expert assistance.
Seniority
Entry-level to Mid-level, hands-on IC