What are the responsibilities and job description for the Universal Banker position at RG&T Solutions?
Role Overview: This position involves providing exceptional sales and customer service support at a banking center, including teller and platform functions.
Key Responsibilities
Key Responsibilities
- Perform daily financial transactions such as deposits, currency handling, and check cashing; assist with opening and processing various deposit accounts including savings, IRAs, and certificates of deposit.
- Identify client needs through consultative conversations, recommend suitable products, cross-sell, and refer to partners to grow business.
- Support outbound client and prospect calls, participate in campaigns, and assist with loan applications by guiding clients and coordinating processing.
- Deliver excellent client experiences by resolving inquiries, researching issues, and ensuring prompt, effective service.
- Enhance product knowledge through training and ensure compliance with bank policies, regulations, and internal controls.
- Assist with daily operations, audit controls, and contribute to onboarding and training new associates.
- Stay informed of operational updates and support overall efficiency and risk management.
- High school diploma or GED; 1 year of teller experience preferred.
- Proficiency in Microsoft Office, 10-key calculator, and coin counter equipment.
- Strong communication, problem-solving, and client service skills.
- No supervisory responsibilities required; certifications/licenses are not necessary.