What are the responsibilities and job description for the Senior Universal Banker position at Dexian?
As an Universal Banker, you will go beyond the basic banking transactions and play a pivotal role in building and maintaining client relationships. You'll be responsible for the adept handling of new consumer and complex business accounts, ensuring a seamless and beneficial banking experience. Your expertise in actively cross-selling and promoting the Bank's products and services will be crucial in achieving sales targets and fostering business growth.
As the company is looking to expand in the next 1-2 years, this role will have the opportunity to be promoted into management roles based on performance.
Responsibilities :
- Open new consumer and complex business accounts
- Process new account transactions
- Assist clients in selecting accounts and financial services
- Cross-sell the Bank's products and services
- Maintain and close all account types
- Promote business for the Bank and maintain client relations
- Refer clients to relevant staff and partners for additional services
- Ensure compliance with Bank policies, procedures, and state and federal regulations
- Perform branch clerical duties
Qualifications :
