What are the responsibilities and job description for the Full-Time Universal Banker position at RG&T Solutions?
Role Overview: Responsible for delivering high-quality customer service in a retail banking environment by processing financial transactions, opening accounts, and promoting bank products and services.
Key Responsibilities
Key Responsibilities
- Assist clients with teller transactions, account openings, and deposit services.
- Identify client needs through consultative conversations and recommend appropriate products.
- Open and process new accounts, including savings, IRAs, and certificates of deposit.
- Conduct outbound calls to clients and prospects to support sales and referral goals.
- Support loan applications by guiding clients and coordinating with relevant staff.
- Resolve client inquiries, ensuring excellent service and prompt issue resolution.
- Stay updated on products, policies, and operational procedures to ensure compliance.
- Assist with daily operational tasks and support training of new associates.
- High school diploma or GED; prior teller experience preferred.
- Proficiency in Microsoft Office and office equipment.
- Ability to perform essential duties satisfactorily, with strong communication and customer service skills.