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Universal Banker
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- Overview The Universal Banker provides extraordinary service and assistance to our Clients, the Bank's Relationship Banking team, and other Business lines of CrossFirst Bank. This position requires a high level of accuracy to comply with regulatory requirements and minimize risk.
- Responsibilities Open personal checking, savings, CDs, and IRA accounts; open business checking accounts.
- Assist Relationship Banking and other business lines with Account openings, CD renewals, and account maintenance.
- Provide guidance for maximizing FDIC coverage, assist clients with appropriate titling of accounts and respond to more complex client deposit needs.
- Participate in business development strategies including Bank promotions, community involvement and cross selling efforts including follow up calls.
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