What are the responsibilities and job description for the Full-Time Universal Banker position at RG&T Solutions?
Role Overview: This position involves providing comprehensive sales and client service support within a financial institution.
Key Responsibilities:
Key Responsibilities:
- Assist clients with transactions, account openings, and deposit services to ensure quality customer experience.
- Identify client needs through consultative conversations and recommend suitable products and services.
- Support operational efficiency by processing financial transactions and managing account applications.
- Cross-sell banking products and refer clients to partners to generate new business and deepen relationships.
- Conduct outbound calls and participate in campaigns to engage clients and prospects.
- Assist with loan applications and hand-offs to appropriate staff.
- Maintain compliance with bank regulations, policies, risk management, and internal controls.
- Stay informed of operational updates, participate in training, and enhance product knowledge.
- Support branch operations, including audit controls, and assist with training new associates.
- Deliver excellent client experiences, promptly resolve issues, and respond to inquiries.
- Perform job-related duties as assigned to ensure operational success.
- Ensure compliance with relevant regulations, including background checks and licensing requirements.
- High school diploma or GED; 1 year Teller experience preferred.
- Proficiency in Microsoft Office, banking equipment, and basic financial transactions.
- Strong customer service, communication, and problem-solving skills.
- Ability to work independently and as part of a team, maintaining professionalism.
- Knowledge of banking products, compliance standards, and operational procedures.
- Additional skills include cash handling, 10-key calculator use, and coin counting.
- No supervisory responsibilities; support for operational tasks as needed.
- Must meet background, credit, and licensing requirements per regulations.