Job Description
Description
Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client’s needs. Universal Associates follow our bank philosophy: Positive Energy, Positive Outcomes.
KEY RESPONSIBILITIES
- Enthusiastically greet our clients and engage in conversations. Uncover opportunities and make product and service recommendations.
- Deliver an exceptional experience to our clients by creating an unforgettable banking experience with every interaction.
- Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level.
- Follow all bank policies and operational procedures to ensure security and compliance.
- Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.