What are the responsibilities and job description for the Universal Banker position at KBW Financial Staffing & Recruiting?
Worcester area
$20-$24 per hour based on location and experience
Perm
Onsite
Responsibilities
KBW789
$20-$24 per hour based on location and experience
Perm
Onsite
Responsibilities
- Delivers an exceptional client experience by embodying the Bank’s service values and contributing to a positive, collaborative work environment.
- Builds, develops, and maintains strong client relationships by identifying needs and recommending appropriate products, services, and partner solutions.
- Demonstrates strong communication skills—both in person and over the phone—to promote a positive brand image and support long-term client loyalty.
- Provides clear guidance on bank policies and procedures while resolving routine client inquiries or concerns.
- Utilizes relationship-management tools to ask thoughtful financial questions and better understand client goals.
- Supports client adoption of digital banking services through proficient knowledge and hands-on assistance.
- Performs a wide range of client transactions accurately and efficiently while following established policies and operational guidelines.
- Maintains up-to-date knowledge of bank products, services, and related regulatory requirements.
- Manages cash responsibly by handling high volumes with accuracy and adhering to balancing standards.
- Helps prevent fraud and security risks by following safety procedures and maintaining awareness of client activity.
- Assists with daily branch operations, including balancing tasks, workflow processing, and administrative support.
- Provides backup support to branch leadership and contributes actively to team meetings and branch initiatives.
- Ensures compliance with all applicable laws, regulations, and internal policies to minimize risk and uphold ethical banking standards.
- High school diploma or equivalent
KBW789
Salary : $20 - $24