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. ATTITUDESBuild positive relationships with internal and external clients by valuing other’s f...