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Senior Universal Banker
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Full-time
- A Senior Universal Banker acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs.
- Proactively educates clients on alternate delivery methods and channels that make client's lives easier by providing self-service options, including emerging technology and digital solutions like mobile, online and ATM options, to access their accounts 24 hours a day/7 days a week.
- Applies product and procedural knowledge to solve client problems appropriately and efficiently to enhance the client experience.
- Processes a variety of routine and complex transactions for Financial Center clients, including deposits, withdrawals, and loan payment processing.
- Drives proactive sales conversations, through outside interactions with a consultative sales process and financial needs assessment including, identifying and independently acting upon sales opportunities to build a strong pipeline of appointments to meet assigned sales goals.
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