Universal Banker

Posted on 09 May 25 by Whitney Wigton

  • $ - $
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Job Description

ProspectBlue seeks a Universal Banker for a great client in Richmond, VA!

Position Overview:

This cross-trained role combines the responsibilities of a traditional teller and personal banker. You'll serve as a go-to resource for customers by processing routine transactions, opening and managing accounts, and providing guidance on products and services tailored to their needs.

Key Responsibilities:

  • Process day-to-day transactions such as deposits, withdrawals, payments, and account transfers

  • Open and service checking, savings, certificate of deposit, and other account types

  • Educate customers about financial solutions including loans, credit cards, and digital banking tools

  • Resolve customer inquiries and assist with account issues in a timely and professional manner

  • Promote services through consultative conversations to identify customer needs

  • Support daily branch operations and ensure adherence to compliance standards

Qualifications:

  • High school diploma or equivalent required; college coursework or degree preferred

  • 1+ year of experience in banking, customer service, or financial sales

  • Strong interpersonal and communication skills

  • Tech-savvy and comfortable with banking platforms and digital tools

  • Detail-oriented with a commitment to security and accuracy

  • Ability to work collaboratively and independently in a fast-paced environment

Job Information

Rate / Salary

$ - $

Sector

Not Specified

Category

Not Specified

Skills / Experience

Not Specified

Benefits

Not Specified

Our Reference

JOB-10785

Job Location