Universal Banker Resume Samples
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Universal Banker Resume Samples
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PO
P Orn
Patsy
Orn
89914 Jadon Spur
Dallas
TX
+1 (555) 821 7130
89914 Jadon Spur
Dallas
TX
Phone
p
+1 (555) 821 7130
Experience
Experience
Los Angeles, CA
Universal Banker
Los Angeles, CA
Collier, Hilll and Gislason
Los Angeles, CA
Universal Banker
- Assists the branch in meeting goals by generating new business through in-branch selling, outside calls, telemarketing, and targeted direct mailings
- Participates in telemarketing and other banking center calling and marketing initiatives
- Maintains knowledge of all aspects of the teller line including processing transactions, balancing cash drawer and vault, and basic branch operations functions
- Provide Human Resource Management for all service representative jobs including PPA’s, Developmental Plan/Training, Goal Setting and Corrective Action
- Oversees daily staffing (including breaks and lunches), to minimize customer wait times and enhance service levels, leveraging the branch scheduler tool
- Provides a supporting role ensuring platform team members are also aware and adhering to operations policies and procedures
- Promotion and marketing of financial products through outside calls, telemarketing and targeted direct mailings and in-branch selling
Houston, TX
Assc Universal Banker
Houston, TX
Boyer, Stanton and Homenick
Houston, TX
Assc Universal Banker
- Learn the operations behind email/SMS service provider(s) and act as single point of contact for all email /SMS matters
- Be subject matter expert for email /SMS marketing and champion best practices within the organization
- Design and execute email lead nurturing campaigns from idea creation, creative, copy, design, deployment, scheduling, segmentation, production, A/B testing, and optimization
- Execute, report on and continuously optimize email marketing campaigns
- De-construct competitive best practices in email marketing from leading brands
- Navigate effectively from high level strategy down to tactical, email channel optimization with a focus on personalization/customization
- Ensure campaign objectives align to business priorities across marketing channels and deliver on financial goals
present
Los Angeles, CA
Citigold & CPC Universal Banker
Los Angeles, CA
Ondricka-Stark
present
Los Angeles, CA
Citigold & CPC Universal Banker
present
- Contribute effectively to team activities including generating new sales ideas and initiatives
- Knowledge of Wealth Management banking products
- Proven track record in a sales role
- Build productive relationships with referral partners ( Regulated RM , IPB , Charles Cameron etc )
- Source new target market clients in line with business goals and objectives
- Complete all customer transactions efficiently and accurately
- Actively contribute to a positive NPS score
Education
Education
Bachelor’s Degree in Business Preferred
Bachelor’s Degree in Business Preferred
University of Memphis
Bachelor’s Degree in Business Preferred
Skills
Skills
- Ability to interact with customers, partners, vendors and team members in a professional and personable manner
- Knowledge of Personal Banking products/services, and commercial deposit productsStrong organizational skills and ability to manage multiple tasks
- A strong knowledge of all applicable regulations, audit standards, and related corporate policies, procedures and directives
- Excellent communication skills/organizational skills; strong ability to manage multiple tasks
- Excellent customer service skills that includes good verbal and written communication
- Strong attention to detail
- Strong organizational skills and ability to manage multiple task
- Ability to work weekends and/or extended hours and regular; reliable attendance is critical
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Strong organizational skills and ability to manage multiple
10 Universal Banker resume templates
Read our complete resume writing guides
1
Universal Banker Resume Examples & Samples
- Actively acquire New-To-Bank clients through various channels e.g. referrals
- Providing advice and product information to customers as appropriate, outlining features and benefits of Citi’s retail banking products. Help customers think through their whole banking relationship and understand how products fit together
- Ensure current and prospective clients have a consistent, superior Citbanking experience through delivery of outstanding service
- Monitor customers’ sales from start to finish, delivering on promise, taking responsibility for resolving issues with orders or product sales
2
Universal Banker Resume Examples & Samples
- 1 year of cash handling or customer service experience
- Ability to develop customer relationships
- Ability to make sound transactional decisions to ensure policies and directives are met
- Ability to accurately understand and respond appropriately when interacting with customers, co-workers and management
- Ability to take responsibility for personal performance and development
3
Universal Banker, Wynyard Resume Examples & Samples
- Cross-sell and up-sell the suite of cross franchise products to Citibanking clients through proactive handling of branch enquiries
- Minimum 2 years Sales experience – retail banking, retail and telecoms sales is highly desirable
- A strong customer service focus and the ability to deal with a high traffic of customers
- Must be highly motivated and energetic
4
Universal Banker Resume Examples & Samples
- Ensure existing and prospective clients have a consistent, superior banking experience through delivery of outstanding service
- A strong passion for working in the finance industry
- Highly driven, energetic and self-motivated
- Minimum 2 years Sales experience – Retail banking is desirable but not essential
5
Universal Banker Resume Examples & Samples
- Provides transaction support as well as dual control functionality
- Recognizes and meets customer needs by proactively selling and cross-selling products and services to new and existing customers
- Proactively reaches out to existing/new customers through telebanking conversations
- Effectively communicates with customers
- Must be flexible and have the ability to multi-task while maintaining a high level of customer service focus
- Must have a high level of trustworthiness, professionalism, and honesty in dealing with customers and associates
- Ability to assist branch associates with all aspect of daily operations
- Ability to work Saturday and at times evening hours (call nights)
- Demonstrate strong problem-solving skills
6
Universal Banker Resume Examples & Samples
- Demonstrate strong understanding of industry trends and how they impact the customer
- Demonstrate a high level of courtesy and efficiency with customers, continuously exceeding expectations with servicing skills
- Apply product and procedural knowledge to solve customer problems appropriately and efficiently
- Process a variety of routine and complex transactions for branch customers, including deposits, withdrawals, and loan payment processing
- Dentify and act upon opportunities to refer customers to specialists in other lines of business
- Demonstrate a thorough knowledge of PNC capabilities, educating customers whenever possible on alternate delivery methods and channels
- Support PNCs strong risk management culture through awareness, knowledge and sound decision making
- Ensure operational and financial safety and soundness. Awareness of the environment, the situation and the customer; leverage Lobby Management as a tool for managing risk
- Knowledge of policies and procedures, and the demonstration of the ability to apply this knowledge to real situations and customer interactions-escalate when appropriate. Active, engaged participation in daily quick starts and debriefs
- Thorough understanding of systems and processes
- Strict adherence to established policies and procedures
- Using sound judgment when making sound decisions
- Must be able to work flexible hours that will vary depending on location
- Able to work weekends and evenings
- Must be able to stand or sit for long periods of time
- Excellent interpersonal and communication skills (both written & verbal)
- Strong computer skills (Windows-based applications)
- Experience being evaluated/surveyed by customers is preferred
- Twelve to 24 months in financial services, sales or retail industry is preferred, as is the ability to cross-sell products and services
7
Universal Banker Resume Examples & Samples
- Previous experience in customer service
- Banking experience is a plus
- Foreign currency certificate
- Developed interpersonal skills
- Very good organizational skills
- English (intermediate+)
- PC skills
- University degree (preferably in finance)
- Certificate for foreign currency cash operations
8
Wayne County Universal Banker Pipeline Resume Examples & Samples
- Stay abreast of all changes in policies and procedures to ensure compliance with current guidelines
- Perform basic teller transaction such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier’s checks and redeeming savings bonds. Perform more complex transactions, with assistance as necessary
- Ability to multi-task
9
Universal Banker Crown Point Resume Examples & Samples
- Provide transactional support to the Service Area (Tellers) as well as dual control functionality as applicable.(25%)
- Interface with customers via telephone or in person
- Actively participate in community activities that may generate new customer leads and supports Bank’s overall CRA goals and initiatives. Meet or exceed all established activity goals (face to face appointments,voice to voice calls, etc.) to drive sales and referral results
10
Universal Banker 14th & Shadeland Resume Examples & Samples
- Exhibit effective communication
- Provide transactional support to the Service Area (Tellers) as well as dual control functionality as applicable. (25%)
- Open deposit accounts and input loan applications and navigate the loan process. Open all types of personal and business accounts and prepare related documentation. (75%)
- Assist customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction
- Assist with reception and vault attendant duties
- Interface with customers via telephone or in person
- Must be able to support multiple branch locations as needed
- Achieve activity and growth goals as well as customer satisfaction objectives
- Engage in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet One Harris Goals
- Actively participate in community activities that may generate new customer leads and supports Bank’s overall CRA goals and initiatives. Meet or exceed all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results
- Have an understanding and apply basic sales skills and product knowledge including deposit and loan products
- Adhere to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes
- Input and follow through with loan applications following operational and regulatory requirements
- 100% adherence to branch’s internal policies and procedures to ensure 100% pass rates of internal audits
- High School education/equivalent or higher
- 1 to 2 years banking experience or previous teller or experience in a customer contact/sales position or equivalent preferred
- Strong communication skills
- Deposit/check processing
- Knowledge of Personal Banking products/services, and commercial deposit productsStrong organizational skills and ability to manage multiple tasks
11
Universal Banker Rockford Resume Examples & Samples
- Open deposit accounts and input loan applications and navigate the loan process.Open all types of personal and business accounts and prepare related documentation.(75%)
- Assist customers with requests,complaints,research and follows-up on details to resolve matters to the customer's satisfaction
- Actively participate in community activities that may generate new customer leads and supports Bank’s overall CRA goals and initiatives.Meet or exceed all established activity goals (face to face appointments,voice to voice calls,etc.) to drive sales and referral results
12
Universal Banker Oviedo Resume Examples & Samples
- Exhibit effective communication
- Engage in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet One Harris Goals
- Input and follow through with loan applications following operational and regulatory requirements
- 100% adherence to branch’s internal policies and procedures to ensure 100% pass rates of internal audits
13
Universal Banker Resume Examples & Samples
- To pass through tests, certifications, trainings in time and in line with standard requirements for this position
- The employee engages to know and follow updates and additional processes / procedures/instructions from management through oral, written and electronic communication
- To know and refresh knowledge of Citibank’s procedures and RF Law in banking
- To maximize knowledge by benefiting from product trainings offered by the bank
- Experience in sales / customer service
- Experience in financial services is preferable
- Knowledge of Retail banking products as a plus
- Diversified knowledge (both common and professional)
- Higher education in Finance, Economics is preferable
- English: intermediate +
- Experienced PC user
14
Universal Banker West 86th St Resume Examples & Samples
- Exhibit effective communication
- Provide transactional support to the Service Area (Tellers) as well as dual control functionality as applicable. (25%)
- Open deposit accounts and input loan applications and navigate the loan process. Open all types
- Of personal and business accounts and prepare related documentation. (75%)Assist customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction
- Assist with reception and vault attendant duties
- Interface with customers via telephone or in person
- Must be able to support multiple branch locations as needed
- Achieve activity and growth goals as well as customer satisfaction objectives
- Engage in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet One Harris Goals
- Actively participate in community activities that may generate new customer leads and supports Bank’s overall CRA goals and initiatives. Meet or exceed all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results
- Have an understanding and apply basic sales skills and product knowledge including deposit and loan products
- Adhere to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes
- Input and follow through with loan applications following operational and regulatory requirements
- 100% adherence to branch’s internal policies and procedures to ensure 100% pass rates of internal audits
- High School education/equivalent or higher
- 1 to 2 years banking experience or previous teller or experience in a customer contact/sales position or equivalent preferred
- Strong communication skills
- Deposit/check processing
- Knowledge of Personal Banking products/services, and commercial deposit products
- Strong organizational skills and ability to manage multiple tasks
15
Universal Banker, Collins St Resume Examples & Samples
- Keep up-to-date with new banking products and services, their features and benefits
- Minimum of 2 years Sales experience - Retail Banking is desirable but not essential
- A strong customer service focus and the ability to work in a fast paced environment
16
Universal Banker Resume Examples & Samples
- Provide transactional support to the Service Area (Tellers) as well as dual control functionality as applicable
- Open deposit accounts and input loan applications and navigate the loan process.Open all types of personal and business accounts and prepare related documentation
- Engage in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products,channels and other lines of business
- Education:-High School education/equivalent or higher
- Experience:-6 months -1 year banking experience or previous teller or experience in a customer contact/sales position or equivalent preferred
17
Universal Banker 76th & Layton Resume Examples & Samples
- Exhibit effective communication
- Provide transactional support to the Service Area (Tellers) as well as dual control functionality as applicable. (25%)
- Open deposit accounts and input loan applications and navigate the loan process. Open all types of personal and business accounts and prepare related documentation. (75%)
- Assist customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction
- Assist with reception and vault attendant duties
- Interface with customers via telephone or in person
- Must be able to support multiple branch locations as needed
- Achieve activity and growth goals as well as customer satisfaction objectives
- Engage in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet One Harris Goals
- Actively participate in community activities that may generate new customer leads and supports Bank’s overall CRA goals and initiatives. Meet or exceed all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results
- Have an understanding and apply basic sales skills and product knowledge including deposit and loan products
- Adhere to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes
- Input and follow through with loan applications following operational and regulatory requirements
- 100% adherence to branch’s internal policies and procedures to ensure 100% pass rates of internal audits
- High School education/equivalent or higher
- 1 to 2 years banking experience or previous teller or experience in a customer contact/sales position or equivalent preferred
- Strong communication skills
- Deposit/check processing
- Knowledge of Personal Banking products/services, and commercial deposit products
- Strong organizational skills and ability to manage multiple tasks
18
Universal Banker Hammond Resume Examples & Samples
- Open deposit accounts and input loan applications and navigate the loan process.Open all types of personal and business accounts and prepare related documentation. (75%)
- Engage in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products,channels and other lines of business to meet One Harris Goals
- Actively participate in community activities that may generate new customer leads and supports Bank’s overall CRA goals and initiatives.Meet or exceed all established activity goals(face to face appointments,voice to voice calls,etc.) to drive sales and referral results
19
Universal Banker, Brisbane Resume Examples & Samples
- Cross-sell and up-sell the suite of cross franchise products to Citibank clients through proactive handling of branch enquiries
- Providing advice and product information to customers as appropriate, outlining features and benefits of Citi’s retail banking products
- Help customers think through their whole banking relationship and understand how products fit together
20
Universal Banker Resume Examples & Samples
- Minimum 1 year working experience in any field is required
- Candidate must possess a Diploma Degree (D3) or Bachelor's Degree (S1), all major welcome to apply
- Confidence to speak English will be advantage
- Have good communication skills, pleasant personality, and high initiative
- Able to work with minimum supervision, self-driven and willing to work extra mile to achieve target
21
Universal Banker Resume Examples & Samples
- Coordinate both the Personal Banker and Service Representative functions in the delivery of
- Efficient, accurate and professional service
- Generate and maintain profitable customer relationships wile satisfying and exceeding customer
- Financial needs and expectations
- Adherence to all operational, regulatory and security requirements, directives and procedures while
- Minimizing losses
22
Universal Banker Resume Examples & Samples
- Coordinate both the Personal Banker and Service Representative functions in the delivery ofefficient, accurate and professional service
- Generate and maintain profitable customer relationships wile satisfying and exceeding customerfinancial needs and expectations
- Adherence to all operational, regulatory and security requirements, directives and procedures whileminimizing losses
23
Universal Banker Resume Examples & Samples
- A. Coordinate both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service
- B. Generate and maintain profitable customer relationships wile satisfying and exceeding customer financial needs and expectations
- C. Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses
24
Universal Banker Resume Examples & Samples
- Generate and maintain profitable customer relationships wile satisfying and exceeding customer financial needs and expectations
- Exhibit effective communication Provide transactional support to the Service Area (Tellers) as well as dual control functionality as applicable
- Open deposit accounts and input loan applications and navigate the loan process
- Open all types of personal and business accounts and prepare related documentation
25
Universal Banker Resume Examples & Samples
- Supports the Bank’s sales objectives and campaigns by cross-selling basic products, or by referring customers to other Bank employees responsible for closing sales
- Demonstrate proficiency at Level II duties
- Signing Authority, Overrides, Post NSF/PD OD Report, Accept Items for Collection, End of Day CSR Bundle Count, Monthly GL Certifications, Certifications, Vault Duties
- Bachelor’s Degree Preferred
- Years of functional/professional experience: 2 1/2 - 4 years teller or cash handling experience
- Proficient in Customer Service Skills, Answers telephone and screens calls, Balance figures, Calculator, Filing and typing documents, Operate a ten-key adding machine, Perform math and analysis, Photocopier, Research information, Use fax machine, Detail orientation, Computer terminal
26
Universal Banker Resume Examples & Samples
- Packages consumer/mortgage loans and submits for approval. Reviews and completes loan documents with customer
- Works with business clients to package BusinessLink products
- Generates new business through in-branch selling, outside calls, telemarketing and targeted direct mailings
- Expands existing customer relationships by cross-selling products/services
- Participates in selling Bank products and provides superior customer service. Handles more complex sales transactions
- Assists in the training of Financial Services Consultants and Financial Services Representatives
- Complies with all polices/procedures related to the new account process
- High School diploma or equivalent combination of training and experience
- One to three years banking or related experience
- Knowledge of consumer and mortgage lending principles
- Written and verbal communication
- Operate office equipment
27
Universal Banker Resume Examples & Samples
- Provide professional and courteous service in processing a wide variety of day-to-day and special service customer transactions
- Oversees daily staffing (including breaks and lunches), to minimize customer wait times and enhance service levels, leveraging the branch scheduler tool
- Superior Customer Service
- Identify customer needs and matches needs with appropriate product or serve, makes referrals to other team members, including across lines of business (i.e. BMO Linkages Referrals), as assigned by Bank Manager
- Ensure the Service Representative staff possesses the necessary skills to understand and execute customer banking transaction needs, and are proactive in offering suggestions and options
- Product Knowledge and Referral Development
- Identifies customer needs and matches needs with appropriate product or service, utilizing opportunities to suggest or cross-sell other bank products and services
- Makes qualified referrals to other team members including other lines of business
- Meets or exceeds all personal referral goals as defined
- Completes all branch audits in appropriate time frames; monthly, quarterly, biannually, and annually
- Understands, applies and enforces dual control procedure at all times
- Maintains cash supply at each serve representatives’ window, vault and oversee vault security and teller alarm equipment
- Adheres to and manages branch capture process
- Leadership for Staff Performance
- Manage, coaches and develop the Service Representative staff by assigning work, training, answering questions, solving problems, helping with complex transactions and sensitive customer relations problems/complaints
- Ensure the Service Representative staff possesses the necessary skills to understand and execute customer banking transaction needs, and are proactive in offering suggestion sand option son the different products to other lines of business
- Lead the hiring process for the Service Representative Team
- 5 years Service Representative or related work experience
- Online procedures, deposit/check processing
- Correspond clearly and concisely in all business writing and verbal communications
- A strong knowledge of all applicable regulations, audit standards, and related corporate policies, procedures and directives
- Ability to demonstrate sound judgment, decision making and discretion
- Operational and People Management
- Thorough understanding of all retail and commercial transaction processes and all products/services
- Ability to share knowledge and promote staff learning and development
- Ability to identify skill sets in others and to assign tasks appropriately
- Ability to make sound decisions, ensuring that decisions achieve results in a timely manner
28
Universal Banker Resume Examples & Samples
- Educating and promoting Scotiabank products
- Partnering with the clients as they transact,
- Fulfilling simple sales
- Relevant work experience
29
Universal Banker Resume Examples & Samples
- Client Excellence
- Proven financial services experience within a financial institution
- Knowledge of Wealth Management banking products
- Ability to source new business through own initiative
30
Senior Universal Banker Resume Examples & Samples
- High School diploma or equivalent and 6+ years experience as a Universal Banker/Personal Banker or similar retail banking role
- Expert knowledge of mathematical calculations and standard banking products, services and transactions
- Advanced knowledge of all retail products and services
- Advanced knowlege of consumer lending applications, processes and procedures
- Excellent customer service, interpersonal and communication skills, both verbal and written
- Excellent mathematical, problem-solving and negotiation skills
- Interpersonal & relationship building skills
- Strong attention to detail and time management
- Ability to lead or supervise lower level employees
31
Universal Banker Resume Examples & Samples
- Performs full service banking services to new and existing customers within the branch, with a primary focus on sales and service
- May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans
- Responsible to resolve customer service issues
- Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer
- Responsible for individual sales and referral goals and assist with meeting branch targets
- Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act. Perform other related duties as assigned
- High School diploma or equivalent and 1+ years experience in sales, teller, new accounts or loan processing or other directly related experience
- An equivalent combination of education and experience may meet qualifications
- Previous experience in a financial sales representative oriented role preferred. Basic knowledge of mathematical calculations and standard banking products, services and transactions
- Solid knowledge of all retail products and services
- Proven customer service, interpersonal and communication skills, both verbal and written
- Solid mathematical, problem-solving and negotiation skills
- Solid interpersonal & relationship building skills
- Proficient in basic computer skills
32
Universal Banker, Hunter St Resume Examples & Samples
- Actively participate in marketing campaigns and activities and maintain a database of prospects for tracking and analysis
- Comply with internal and external established policies and procedures to ensure the confidentiality and security of bank and client assets and information
- A strong customer service focus and the ability to work in a fast pace environment
33
Universal Banker Resume Examples & Samples
- Provides support for both the New Accounts and Teller positions. Is fully cross-functional in both areas and is the "go-to" individual for problem resolution
- Acts as the Assistant Banking Center Manager when necessary
- Supports the inside sales and service activities to achieve desired branch results
- May develop new customer relationships and expand existing customer relationships through the sale and cross-sale of banking products and services
- Participates in community and/or outside sales events to support the branch/market
- May complete consumer loan applications and submit to central underwriting for approval and conduct the loan closing once approval is obtained
- Ensures accounts are opened and teller transactions are completed in accordance with established policies and procedures, proper records are maintained accurately and information is entered on appropriate systems and routed to appropriate departments
- Complies with all related Federal, State and Industry laws and regulations pertaining to banking
34
Universal Banker Resume Examples & Samples
- Minimum of 7 years of financial services experience including new accounts and teller/cash handling
- Strong proficiency with banking systems - paying and receiving/new accounts/loans and related programs
- Strong knowledge of paying and receiving transactions (teller) and new account system procedures
- Strong knowledge of all bank products and services
- Ability to make sound business decisions when acting as the ABCM
- Ability to work with minimal supervision
- Strong customer service and relationship building skills
- Ability to listen and uncover customer needs
- Strong problem solving and analytical abilities
- Solid technical skills (Word, Excel and other job related programs)
35
Universal Banker Resume Examples & Samples
- Proficient in processing loans from application to close with proven sales results
- Interview members/prospective members to identify, solicit and fulfill their present and future financial and lending needs
- Process loan applications, close loans with loan add-on products and service member loan requests
- Conduct all member service transactions
- Build and maintain favorable member relations/relationships
- Comply with internal and external regulations, policies and procedures
- Responsible for the achievement of individual sales and service goals including loan origination sales
- Successfully complete all required registrations or certifications as needed
- Additional duties as needed
- Minimum 2 years experience in Financial Institution, cash handling, and/or retail sales is preferred
- Must be detail oriented and possess excellent organizational skills
- Ability to consistently represent one’s self, and the credit union, in a positive and professional manner at branch and outside business development events
- Ability to multi-task, and to work well under pressure
- Operate independently with minimal direction
- Intermediate knowledge of Windows PC skills and thorough knowledge of relevant BCU computer systems
- Ability to instruct others in basic operations of BCU products, services and system functionality
- Ability to use judgment to handle critical and complex member issues
36
Universal Banker Resume Examples & Samples
- Proficient in processing consumer loans from application to close with proven sales results
- Interview members/prospective members to identify, consult and fulfill their present and future financial and lending needs
- Process consumer loan applications, consult to close loans with ancillary products and service member loan requests
- Responsible for the achievement of individual sales and service goals including consumer loan origination sales
- Minimum 2 years Experience in Financial Institution, cash handling, and/or retail sales is preferred
37
Universal Banker Resume Examples & Samples
- Minimum of 3 years of financial services experience including new accounts and teller/cash handling
- Execute internal sales calls and make outside calls to business and consumer prospects
- Ability to make assessments with clients and recommend appropriate financial recommendations
- Must be a self-starter and self-motivated
- This position requires up to 33% travel, which may include flying and/or driving and some over night stays
38
Universal Banker Townridge Branch Resume Examples & Samples
- Provide industry leading service
- Complete transactions according to established guidelines (complexity of transactions performed varies by Teller level)
- Identify referral opportunities and makes appropriate referrals
- Participate, support and develop effective relationships with all branch partners including branch teammates, Regional Operation Manager, Financial Advisors, etc
- Ensure compliance with internal controls, operational procedures and risk management policies
- Pursue on-going education of SunTrust products, services, and other lines of business
- Ensure that all business transactions and practices in the individual's span of control comply with all regulations and the SunTrust Code of Conduct
- Previous work-related experience involving face-to-face interactions with clients and the handling of cash or payment transactions
- Basic math and numeric sequencing aptitude
- Willing and able to follow instructions and work under established guidelines
- Retirement Plan - 401k with matching
- Time away from work - vacations and holidays
39
Universal Banker Resume Examples & Samples
- Ensure error free and accurate completion of all customer requests including: account openings, loan applications, servicing requests, loan closings, and routine bank transactions
- Develop and deepen customer relationships by demonstrating ownership and resolving customer problems efficiently, and by turning servicing requests and routine transactions into sales opportunities
- Gain in depth knowledge of the different banking channels and promote opportunities to introduce the multichannel customer to these capabilities
- Strong ability to comply with policies and procedures
40
Universal Banker Resume Examples & Samples
- Identifies the financial needs of the customer at the transaction window, platform desk, in the lobby or during out of the branch sales activities depending on branch needs and customer volume. Acts as a role model and leader in meeting and exceeding all assigned sales, customer service, and sales activity goals by executing a model branch day schedule that includes outbound phone contact to customers and prospects, in branch and out of branch sales activities, as well as other sales activities as directed
- Follows Santander’s prescribed service behaviors and structured sales process; the Universal Banker acquires and maintains customer relationships over the entire lifecycle of the customer by identifying and understanding the financial needs of a customer or prospect
- Recommends appropriate solutions to meet customer needs and provides excellent customer service
- Leads by example in all customer interactions, developing and deepening customer relationships by providing outstanding customer service following specific service behaviors, demonstrating ownership and resolving customer problems efficiently, and by turning servicing requests and routine transactions into sales opportunities
- Performs all sales, servicing and banking transactions accurately; following all compliance and security procedures, and will balance cash drawer within balancing guidelines
- Provides leadership and models sales behaviors that produce strong results
- Meets and exceeds sales goals by determining the financial needs of each customer, matches this to the appropriate bank product or service and delivers the product or service in a manner which satisfies the customer
- Provides outstanding customer service by following a prescribed service behaviors
- Complies with all of Sovereign’s policy and procedures, audit, regulatory, security and Branch Look & Feel protocol
- Processes loan applications and closes loans according to guidelines
- Proven ability to meet and exceed sales goals with at least 2 years of sales and referral experience in a goal or incentive-based environment
- Ability to train and mentor other Universal Bankers Attention to detail, problem solving, and the ability to be pro-active
- Leadership in achieving sales results
- Strong ability to generate new business by outbound calling, generating referrals, and by reaching out to the local community
- Strong knowledge of all products and services
41
Universal Banker Resume Examples & Samples
- Accountable to meet all assigned customer service and sales activity goals by executing a model branch day plan that includes outbound phone contact to customers and prospects, in branch and out of branch sales activities, as well as other sales activities
- Gain in depth knowledge of the different banking channels and promote opportunities to introduce the multichannel customer to these capabilities Identify the financial needs of the customer at the transaction window, platform desk, in the lobby or during out of the branch sales activities depending on branch needs and customer volume
- This is a Float position in the Reading/Berks area, based out of Muhlenberg, PA
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Universal Banker Middlesex, New Jersey Resume Examples & Samples
- Act as primary customer contact position in a Santander branch
- Execute all sales, servicing and banking transactions accurately; following all compliance and security procedures, and will balance cash drawer within balancing guidelines
- This is a Float position in the Metro New Jersey area, based out of Middlesex, NJ West
- At least 6 months of cash handling experience
- Strong computer knowledge and Windows skills required
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Universal Banker Float Resume Examples & Samples
- Education: B-HS Graduate or Equivalent Experience: At Least 2 Years Specialized Knowledge
- Knowledge of bank products & services
- In compliance with the requirements outlined within the Compensation Requirements under the Truth-in-Lending Act (LO Comp Rule) effective January 1st 2014; Santander Bank will now perform a credit check as part of, and in addition to, the existing background check for all positions where one must perform job functions of a loan originator as defined by the LO Comp Rule
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Universal Banker Resume Examples & Samples
- Research, create and follow up on a target list for potential new business
- Identify priority customers using the Customer Prioritization Guidelines to assess their present and potential contribution
- Gather all the required information that is needed to prepare and assess credit applications. Role holder will be expected to input certain key information such as judgmental information
- Monitor and control the quality of the portfolio using “Condition of Sanction” triggers where possible and in accordance with RM guidelines and Bank policy
- Manage “Early Warning List” customers to reduce risk, following H.O. and Regional guidance provided
- Adhere to procedures and guidelines within the BB RMCD
- Relationship skills
- Risk skills
- General Corporate skills
- Leadership and team skills
- Product skills
- Knowledge of the bank’s products, services and policies required to undertake the role
- The jobholder will be required to have a detailed knowledge of the core set of Business Banking products
- For Complex products, a good knowledge will be required sufficient to:-
- Risk assessment and management
- Presentation, influencing and negotiating
- Additional details of exceptional aspects of the demands of the role
- Required to form relationships with customers, therefore minimum tenure will be 2 years
- The jobholder will need to be able to communicate in such as way as to ensure their ongoing credibility when dealing with financial controllers of companies, in addition to owner-managers
- The jobholder’s portfolio will consist of a full range of Business Banking customers, including the more challenging customers, who will often be subject to competitive approaches from other banks
- Business development activity will be similarly demanding
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Universal Banker Guelph Resume Examples & Samples
- Proven customer service skills through work or community involvement
- Willing to assist in a professional, friendly and efficient manner
- Excellent communication
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Universal Banker Resume Examples & Samples
- The Universal Banker is the Bank’s primary contact with the public, is responsible for exhibiting good product knowledge and serving customers in a cordial manner to encourage service satisfaction
- Promote the benefits of banking with Fidelity and the additional services of the Bank by recognizing and promoting the use of other Bank Services such as mortgage, brokerage and commercial areas of the bank based on customer need and interest
- Securely maintain and balance a cash draw and other valuables on hand throughout daily operation
- Complete necessary documents to open accounts, loans and securities
- Analyze loan applications for approval/denial with lending authority and input loan applications for the Branch Manager to review before submission
- Assist with daily operations of the branch
- Responsible for meeting monthly goals
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Universal Banker Resume Examples & Samples
- Ensures operational integrity and risk management by ensuring that procedural requirements and processes are known and utilized
- Oversees the staffing, coaching, and performance management of all tellers
- Provides a supporting role ensuring platform team members are also aware and adhering to operations policies and procedures
- Participate in the daily teller activities needed to meet the demands of the branch including processing teller transactions and performing standard teller activities
- Meets established sales goals and acts as a leader in the branch
- 2 years of cash handling experience
- 1 year of supervisory experience in a cash handling position
- 1 year of customer service experience
- 1 year of banking experience (preferred)
- General working knowledge of the Banks products and services
- Ability to Create and foster a cohesive team and promote a positive work environment
- Ability to multitask and juggle competing priorities while successfully meeting objectives and goals
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Universal Banker Resume Examples & Samples
- Maintain overall knowledge of branch operations to ensure adhenrence to all policies and procedures
- Identify opportunities to generate referrals to other lines of business
- Cross sell deposits, loans and services
- Ensure prompt, accurate and a positive and professional client experience
- Maintain open lines of communication with coworkers and management
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Senior Universal Banker Resume Examples & Samples
- Demonstrates superior sales techniques to uncover customer needs and match to the bank's products and services; sells a full range of consumer and business products/services such as deposit accounts, loans, credit cards, and safe deposit boxes to meet or exceed established sales goals to support overall sales objectives
- Demonstrate operational excellence by helping banking center to achieve satisfactory risk
- 3+ years of financial services or banking and/or supervisor experience or 1+ years of experience as a Webster Universal Banker and/or other Webster positions preferred
- Self motivated and demonstrated success achieving sales
- Superior customer relationship building
- Demonstrated Ability to maintain and balance a cash drawer
- Success in making outreach calls to consumer or business customers and/or prospects
- Decision-maker with excellent interpersonal skills
- Demonstrated ability to interact with customers, partners, vendors and team members in a professional and personable manner
- Detailed oriented and ability to follow and enforce established policies and procedures
- Leadership and coaching ability
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Assc Universal Banker Resume Examples & Samples
- Manage an integrated prospect experience leveraging inbound/outbound tactics, including email / SMS marketing and messaging
- Learn the operations behind email/SMS service provider(s) and act as single point of contact for all email /SMS matters
- De-construct competitive best practices in email marketing from leading brands
- Manage messaging stream, cadence & strategy across marketing/deepening, and account servicing emails with an understanding of impact to lifetime value
- Partner with creative teams to define creative needs (e.g. write creative briefs, partner to develop effective and efficient creative templates, streamline creative development processes, etc.)
- Financial services experience is a plus and/or experience in regulated industries
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Senior.universal Banker Resume Examples & Samples
- Comfortable making outreach calls to consumer or business customers and/or prospects
- Comfortable with technology & i.e. smartphones, ipads, online banking, remote deposit capture, ATM deposits, etc
- Detailed oriented and ability to follow established policies and procedures
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Universal Banker Resume Examples & Samples
- Operate a teller drawer to serve customers and bank personnel in lobby or drive up. Promptly and professionally answer incoming calls and route calls appropriately. Cross-sell products and services aligning with customer needs. Onboard customers in accordance with the bank’s program. Adhere to all security procedures established to ensure safety for employees and customers. Make approvals and exceptions to policy as appropriate and within authority. Recognize potential fraud and report to management as necessary
- Assist with training and ongoing development of teller staff as needed. Assist tellers with problem resolution as needed. May be responsible for bank opening/closing. Perform daily office responsibilities and tasks such as account transactions, account maintenance and customer correspondences
- Must be available to work all shifts
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Universal Banker Resume Examples & Samples
- Uphold established Wintrust culture. Project a positive image of the bank through neat appearance and professional manner. Adhere to and carry out all applicable banking laws and regulations and complete all regulatory training as necessary
- High School Degree or equivalent; college degree preferred
- Previous teller or banker experience required
- Saturday banking hours may be required
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Universal Banker, Menomonee Falls Resume Examples & Samples
- Ability to interview clients and apply active listening skills while documenting customer needs
- Integrate bank technology into processes to increase efficiency and productivity
- Associate degree in business preferred
- Consideration may be given to education/experience in lieu of these requirements
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Universal Banker Resume Examples & Samples
- Assimilates information to recommend and present product/service solutions and generate sales
- Analyze, problem solve & determine exceptions to policy
- Prioritize work load to ensure timely completion and meet deadlines
- Must be able to lift and carry cash drawer weighing up to 20 pounds twice daily, occasionally lift and carry coin weighing up to 50 pounds
- Ability to sit or stand for extended periods of time as the job demands
- High school diploma or equivalent and two years direct customer experience with demonstrated sales results required
- Previous computer/tablet experience in a Windows environment with MS Office experience required
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Universal Banker Resume Examples & Samples
- Operate a teller drawer to serve customers and bank personnel in lobby or drive up. Promptly and professionally answer incoming calls and route calls appropriately. Multitask between teller and banker duties. Cross-sell products and services aligning with customer needs. Onboard customers in accordance with the bank’s program. Adhere to all security procedures established to ensure safety for employees and customers. Recognize potential fraud and report to management as necessary
- Assist with training and ongoing development of teller staff as needed. Assist tellers with problem resolution as needed. Will be responsible for bank opening/closing. Perform daily office responsibilities and tasks such as account transactions, account maintenance and customer correspondences
- Previous teller experience required, some universal/personal banking experience preferred
- Must be available to work Monday - Friday between 7:30AM and 5:30PM
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Universal Banker Resume Examples & Samples
- At least 12 months of cash handling experience
- At least 3 years of sales or referral experience in a goal or incentive-based environment
- At least 3 years of customer service experience
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Citigold & CPC Universal Banker Resume Examples & Samples
- Commercial
- Proactively generate new client acquisition through on boarding target market clients, utilizing Member Get Member program and other initiatives as directed by the business
- Source new target market clients in line with business goals and objectives
- Contribute effectively to team activities including generating new sales ideas and initiatives
- Build productive relationships with referral partners ( Regulated RM , IPB , Charles Cameron etc )
- Ensure smooth handover process from account opening to appropriate relationship manager / relationship officer
- Develop and demonstrate an in-depth knowledge and understanding of the markets, banking and wealth management products and services in order to match our proposition to client needs
- Support client events as required by the lounge Manager. Effectively engage in client conversation, proposition presentations and promoting events in lounge with clients/ MGM
- Demonstrate a passion for and deliver a ‘remarkable’ client experience at all times
- Complete all customer transactions efficiently and accurately
- Promote the benefits of alternative methods of banking by actively assisting where applicable – promote and educate clients on digital banking proactively promoting CBOL and MBOL to existing clients and at on-boarding stage
- Effectively use the lounge technology to demonstrate and educate client on digital banking and wealth management. Use technology to client fullest needs
- Actively contribute to a positive NPS score
- Achieve and maintain a high level of customer service at all times, whilst adhering to all policies and practices including the Data Protection Act and Treating Customers Fairly
- Deliver against standards set out in client journeys. Ensure highest standards are achieved in every client interaction
- Take ownership for customer issues acknowledging how to escalate with respect and discretion towards the customer. Were possible always resolve at first contact
- Risk and Controls
- Adhere to internal and external policies and procedures
- Act in accordance with all regulatory, compliance and KYC policies (both internal and external ) and communicate to clients as appropriate
- Manage client requests efficiently and professionally whilst adhering to FCA. Legal, regulatory and company policy. process and requirements
- Teamwork and Power of One
- Demonstrate Citi Standards and Power of One Behaviours
- Act as One Team, One Bank
- Assist and coach team members in order to achieve business goals and targets
- Engage fully with team and line manager to ensure efficient , smooth running of banking hall whilst adhering to all procedures and delivering a Remarkable service
- Proven track record in a sales role
- Substantial experience in a client service role
- Outstanding sales skills
- Excellent presentation and negotiation skills
- Strong business planning and time-management skills
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Universal Banker Resume Examples & Samples
- Developing written correspondence for support of all groups within the office. Also handle routine phone correspondence and inquiries from both internal employees as well as external business partners
- Coordination of all lines of business meetings, including coordination of out of town meetings. Work with procurement and in the travel system to make travel arrangements for multiple team members
- Issuing regular reports following established procedures which may require research and data gathering
- May serve as administrative liaison with others within and outside the company regarding administrative issues related to purchasing, personnel, facilities and operations
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Universal Banker, Greater Cape Cod Area Resume Examples & Samples
- Responsible for total customer satisfaction by meeting all the financial needs of a customer: product, servicing, and transactional
- Leads branch sales meetings and direct branch sales activities in the absence of the Branch Manager
- Assists in training and mentoring new Universal Bankers
- Meets and exceeds all sales goals by following a prescribed sales and service process during any customer interactions at desk, at transaction window, or in branch lobby
- Actively participates in all branch sales and marketing activities
- At least 2 years customer service experience
- At Least 2 Years License/Certification: Life and/or Series 6 & 63 licenses
- Specialized Knowledge Ability to juggle multiple priorities with clear direction from supervisor Ability to lead a project or special meeting
- Exceptional Customer Service Skills
- Exceptional computer knowledge and Windows skills required
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Relief Universal Banker Resume Examples & Samples
- Accepts loan, credit card, utility and other payments. Issues money orders, cashiers' and travelers' checks, and issues or redeems savings bonds
- May provide other customer services, such as preparation of collection letters and deposits to appropriate accounts, exchange of negotiable items (e.g., cashiers' and travelers' checks, certificates of deposit, foreign currency, and savings bonds), and processing of transactions and verifications related to commercial loans
- Researches and resolves problems and responds to customer inquiries on account status; maintains files
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Universal Banker Resume Examples & Samples
- 2-3 years of customer service experience
- Working knowledge of Microsoft Office
- Position may require you to obtain a NMLS License
63
Floating Universal Banker Resume Examples & Samples
- Assist with training and ongoing development of teller staff as needed. Assist tellers with problem resolution as needed. May be responsible for bank opening/closing. Travel between branches may be necessary
- Perform daily office responsibilities and tasks such as account transactions, account maintenance and customer correspondences
- Operates within assigned authority levels
- Mastery of Teller duties and responsibilities
- In-depth knowledge of all bank products and services
- Thorough understanding of bank systems and operations
- Ability to identify and resolve/escalate issues appropriately
- Ability to multi-task and work in a fast-paced environment
- Saturday banking hours may be required. As a floating position, this position supports the staffing needs of various locations across Hinsdale Bank and Trust Bank branches. Schedule and location will vary based on the staffing needs
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Universal Banker Resume Examples & Samples
- Cashes checks within assigned limits
- Accepts savings deposits and withdrawals, verifies signatures, posts interest, and balances as required
- Balances currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines
- Renews or opens new accounts
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Universal Banker Ponce Resume Examples & Samples
- High school diploma or equivalent
- Minimum six months experience as a SunTrust Teller or In-Store Financial Services Representative, or one year of non-SunTrust experience including some or all of the following: service, sales, cash handling or payment transaction experience
- Demonstrates ability to interact confidently with clients
- Ability to identify, evaluate and resolve client financial needs
- Cash handling and/or payment transaction experience in a medium to high volume environment with established processing procedures and controls
- Basic math and numeric sequencing aptitude
- Willing and able to follow instructions and work under established guidelines
- Ability to handle a variety of tasks and priorities during the course of a business day
- Possesses skill, ability and aptitude to deliver industry-leading service, perform routine client maintenance requests, problem resolution and basic sales functions as well as basic teller transactions
- Commit to advancing knowledge of sales techniques and product knowledge to better serve personal and business clients
- Contributions made to meeting and exceeding client service and branch sales goals by offering and selling products and services and developing, expanding and retaining relationships
- Consistently follows defined procedures for bank operations and client service behaviors that contribute to delivering an extraordinary client interaction
- Knowledge of risk management and loss prevention. Supervision and/or assistance needed with more complex platform tasks
- Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
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Universal Banker Resume Examples & Samples
- 0-2 years experience in sales (cross-sale and up-sale)
- Basic knowledge of mathematical calculations and the banking industry
- This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act
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Universal Banker Resume Examples & Samples
- Must have High School diploma or equivalent
- Must have 1+ years experience in sales, teller, new accounts or loan processing or other directly related experience
- Previous experience in a financial sales representative oriented role highly preferred
- Must have Basic knowledge of consumer lending applications
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Universal Banker Resume Examples & Samples
- Must Have at least 1 year cash handling experience
- Must have at least 1 year new account experience
- Nice to have Bilingual skills – Chinese or Spanish
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Universal Banker, Assistant VP, Las Tunas Resume Examples & Samples
- Bachelor’s Degree preferred, but not required
- Candidates fluent in Mandarin or Vietnamese are highly preferred
- Requires a thorough knowledge of all Bank products and services, as well as effective communication and sales abilities
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Universal Banker Resume Examples & Samples
- Provide professional quality service and react appropriately to solve client problems to ensure that resolutions and follow-ups are completed in a timely and accurate manner to the client’s satisfaction
- Engage in outbound calling and needs assessment as assigned by the Branch Manager to generate qualified referrals and sales
- Maintain a system of orderly follow-up by mail, telephone and e-mail with new and existing clients to generate additional business
- Meet or exceed all established activity goals (face to face appointments), voice to voice calls etc. to drive sales and referral results
- Adhere to all teller and banker related policies and procedures
- College degree or commensurate experience in Retail sales and/or services
- Excellent communication skills/organizational skills; strong ability to manage multiple tasks
- Proficiency with PC required
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Universal Banker X Resume Examples & Samples
- Minimum 2 years of sales experience selling Citibank products/acquiring customers
- Should be E2 grade and above in case Candidate is part of Citibank outsourced sales force
- Possess good business acumen, effective interpersonal skills, and is excellent at written/spoken communications
- Track record of outstanding individual sales performance and/or overall business performance
- Entrepreneurial, driven and passionate for sales
- Graduate
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Universal Banker, Eau Claire Resume Examples & Samples
- 2-3 years of teller and sales experience
- Strong attention to detail
- Knowledge of CBS, LaserPro and CSS a plus
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Universal Banker Marlin Whitehaven Resume Examples & Samples
- Opens and processes new demand and time deposit accounts including passbook accounts, IRAs, certificates of deposit, and money market accounts
- Cross sells other bank services and refers customers to other departments as appropriate
- Researches and resolves problems and responds to customer inquiries on account status. Maintains files
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Universal Banker Resume Examples & Samples
- Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act
- High School diploma or equivalent and 1+ years’ experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications
- Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills
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Float Asscociate Universal Banker Resume Examples & Samples
- Resolve a variety of simple to complex in banking center customer maintenance requests and inquires (i.e. address change, stop payments, research requests, etc.)
- Provides flexibility of coverage during banking center hours of operation and at other banking centers within the market as needed
- Ability, motivation and preference to succeed in a goal-driven environment
- Basic understanding of personal finances and concept of budgeting
- LI-MM1
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Senior Universal Banker Resume Examples & Samples
- Effectively uses available resources for problem resolution, which may involve analysis of information received from Loan Processing, Deposit Operations, ATM, Reconcilement, Loss Management or Financial Intelligence Unit or other internal Webster departments
- Associate's or Bachelor's degree preferred
- Must be available to work a flexible schedule Monday through Saturday
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Universal Banker Resume Examples & Samples
- Exceeds branch performance targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions solutions
- Educates customers on emerging technology and digital solutions such as mobile, online and ATM offerings, all designed to make banking easier
- Ensures safe and sound banking practices
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Universal Banker Resume Examples & Samples
- Demonstrates knowledge of all retail bank products, services and specialty product lines. Assist with coaching and training new associates on products and services
- Performs all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customer accounts, and complying with BSA and CIP requirements. Assists in training and coaching personal bankers and have authority to make decisions on accounts that are policy exceptions
- Assists customers with choosing the appropriate consumer loan products: maintains knowledge of loan policies and procedures; takes applications and key applications into centralized loan system for underwriting; communicates decision to customer, and closes and funds consumer loans; assists with the branch’s consumer loan portfolio
- Takes responsibility for branch and individual goals through engagement with the customers and prospective customers to present and cross sell products and solutions to meet customers’ needs; submits referrals to other staff members or lines of business to meet or exceed designated minimum goals. Works with Tellers and/or Personal Bankers to assist them in achievement of branch goals
- Maintains knowledge of all aspects of the teller line including processing transactions, balancing cash drawer and vault, and basic branch operations functions
- Adheres to all company compliance and guidelines and is knowledgeable of retail banking procedures and processes. Complies with all security and operations procedures including but not limited to, maintaining dual control functions and company and customer confidentially
- Completes various logs and reports related to records administration
- Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training
- Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations
- Ability to write simple instructions, short and simple correspondence, routine reports, business correspondence, and memos
- Ability to effectively present information in one-on-one and small group situations, to customers, clients and other employees in the organization
- Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
- High School diploma or GED and one to two years’ sales and/or customer service experience required
- Proven sales record a plus
- College degree, from an accredited college/university, would be accepted in lieu of experience
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Universal Banker Resume Examples & Samples
- Have a working knowledge and understanding of other bank services, i.e. Treasury Management, Merchant Services
- Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients
- Participate in branch meetings to enhance knowledge of sales initiatives/processes, bank products, operational processes and “exceptional” customer service delivery
- Perform all other job related duties as assigned
80
Universal Banker West Sam Peck BR Consum Resume Examples & Samples
- Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships, participate in client calling activities during special deposit/loan campaigns
- Responsible for taking loan application for personal/retail consumer needs and “handing off” the processing of these applications to the appropriate associate
- High school diploma or general education degree (GED)
- Experience as both Teller and Relationship Banker strongly preferred
81
Universal Banker Resume Examples & Samples
- Other duties as required
- Self-motivated with a demonstrated aptitude and desire for sales achievement
- Superior customer relationship building skills
- Ability to maintain and balance a cash drawer
- Ability to function in a team environment
- Strong commitment to personal growth, learning and success
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Universal Banker, North st Street Resume Examples & Samples
- 60% - Sales and Service
- Build strong, lasting, financial relationships with customers
- Build brand trust and placement as clients’ primary banking institution
- Build on a holistic understanding of customer needs to become their primary savings institution
- Ensure loan applications are complete and submit to loan center for processing
- 30% - Operations
- Refer or cross-sell opportunities to customers as deemed appropriate based on customer need
- Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality
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Associated Universal Banker Resume Examples & Samples
- Participates in telemarketing and other banking center calling and marketing initiatives
- Maintains compliance with Federal and State regulations as well as adhere to Webster Bank's policies and procedures at all times. Meet/exceed banking center evaluation requirements
- Decision-maker with well-developed interpersonal skills
84
Universal Banker Clayton Branch Resume Examples & Samples
- Provides consistent optimal customer experience, including customer’s transactional needs
- Ownership and resolution of customer issues
- Refers customers to an internal team of experts when additional financial goals and needs are recognized
85
Universal Banker, Sutter & Montgomery Resume Examples & Samples
- Proactively assess customer’s financial needs, utilizing Branch systems and tools to properly document information
- Maintain a current and thorough understanding of all consumer and business related products and services
- Provide solutions for complex or difficult customer issues
- Perform miscellaneous duties as assigned
- Support the Assistant Manager in operational activities as necessary
- 10% - Risk Management and Compliance
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Universal Banker Resume Examples & Samples
- Maintain established customer service level expectations in accordance with the Bank’s overall goals and objectives
- Perform teller transactions and maintain cash drawer within prescribed cash limits and meet cash balancing requirements
- Function as a back-up in operations as warranted by levels of responsibility
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Universal Banker, Northgate Resume Examples & Samples
- Maintain proficiency in new account opening systems and procedures
- Work independently of supervision in the attainment of Branch assigned goals and responsibilities
- Exercise sound judgment when processing customer transactions and providing approvals
- Ensure that the office is operating in a safe and effective manner
- Under minimal supervision, must be able to solve complex customer transactions and/or service issues, while providing outstanding customer service
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Float Assc Universal Banker Resume Examples & Samples
- Provides a variety of transactions for customers, including typical consumer transactions i.e., cashes checks and processes checking and savings account withdrawals and balancing duties, etc. while seeking opportunities to develop customer relationships and identify sales opportunities; utilizes basic sales techniques to deepen existing customer/prospect relationships
- Basic knowledge of small business, mortgages, and lending services a plus
- Passion for customer service and helping people
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Universal Banker Resume Examples & Samples
- Working knowledge of Branch systems (e.g. Free Forms Teller (FFT as required), Branch IntraLink, Sales Builder, HR Passport, etc.) transactional services and associated procedures
- Thorough knowledge of Service Excellence Activities, sales activities & goals
- Thorough knowledge of the Service Basics and the Customer Experience Model
- Working knowledge of features & benefits of retail products and services as well as other business line/partner offerings (e.g. Wealth Management, Alternate Delivery Channel, etc.)
- Thorough knowledge of Branch routines & operating procedures; cash, custody and security processes and procedures; regulatory compliance related to Privacy, Anti-Money Laundering (AML), Anti-Terrorist Financing (ATF), Know Your Customer (KYC) requirements, Canada Deposit Insurance Corporation (CDIC), Financial Consumer Agency of Canada (FCAC) and Occupational Health & Safety (OHS) as well as SSI
- Thorough knowledge of applicable branch technology platforms and systems including self-serve technology/digital channel usage and registration/activation procedures
- Understanding of customer life stage needs, customer segmentation and competitor offerings
- Knowledge of credit/risk adjudication policies and processes and retail lending policies and processes
- Post-secondary university degree or college diploma preferred
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Universal Banker Resume Examples & Samples
- Accurate typing, spelling and grammar skills
- Proficient with applicable computer software
- Good organizational and customer service skills
- General banking/operations helpful
