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Universal Banker
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- Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers.
- Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partner.
- Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships.
- Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes and related activities.
- Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
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