Demo

Universal Banker

EmployVision
Fairfield, NJ Full Time
POSTED ON 10/16/2026
AVAILABLE BEFORE 11/15/2026

Responsibilities include but are not limited to:

  • Identify customer needs and take proactive steps to maintain positive experience.
  • Act as the main point of contact for clients within assigned market vertical and take ownership of completion of request.
  • Foster a culture of partnership and collaboration with internal business partners to drive consistent communication and alignment.
  • Liaise and advocate on behalf of the client and ensure a continuation of care when additional internal expert involvement is needed.
  • Identity cross sale opportunities to appropriate line of business partners.

Required Skills:

  • Extensive knowledge of all bank products, services, policies and procedures.
  • Self-starter with the ability to work in a fast-paced environment.
  • Proficient PC skills with Microsoft Office applications and e-mail as well as Bank core systems and other support systems such as SalesForce.
  • High degree of detail orientation.
  • Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical ability.
  • Excellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teams.
  • Must be able to multi-task effectively and prioritize workflow.
  • Knowledge of Commercial and Corporate Deposit Account Types.
  • Knowledge of Treasury Management products, services, core and business online banking platforms.

Salary : $20 - $28

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