Universal Banker

Job description

Overview About the Role: The Universal Banker role consist of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. Processing transactions, adhering to strict security measures and to strong balancing procedures. Cross-trained in all servicing functions of the platform to support bankers and continue to assist clients as needed, such as, but not limited to, opening accounts, wire transfer input, change of address, and client's research. Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedures. Takes an immediate active role in meeting the needs and expectations of clients; by servicing, promoting and identifying cross selling opportunities. Engages in conversation with clients by actively listening and asking questions. Introduces clients to other CNB team members, as appropriate , to proactively help meet their financial needs. What You'll Do: - Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience. - Client Services duties incl...