Specialist III - Universal Banker PT 20 (UB) (Front Royal)
Front Royal, VA, United States1mo ago
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Skills
cross-sellingcustomer services3
About the role
Job Family: Branch Banking
Job Sub-Family: Branch Delivery
Career Specialization: Universal Banker
Career Stream: Support
Career Level: S3
Job Profile
Sub-Family Definition
Branch Delivery is responsible for delivering high-quality, consistent client experiences across branch locations while ensuring operational excellence and adherence to bank policies and regulatory requirements. Activities may include:
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Managing day-to-day branch service operations
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Supporting client transactions
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Ensuring accurate and timely execution of all frontline banking activities
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Coaching and supporting branch teams to meet performance expectations
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Implementing process improvements that strengthen service delivery
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Monitoring operational controls to reduce risk and maintain compliance
Career Specialization Definition
The Universal Banker role:
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Responds to customers' needs by processing routine banking transactions at teller window or on the platform under minimal supervision, and provides flexibility of coverage for the branch.
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Engages in broad range of sales and service activities to provide superior level of customer service.
Responsibilities include, but not limited to:
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Opening new accounts
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Handling teller transactions
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Marketing and cross-selling bank products and services
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Resolving complex customer service issues
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Utilizes banking knowledge to identify additional sales and service opportunities
Builds rapport to engage prospects in a banking relationship and enhance existing customer relationships
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Refers customer to other banking services and other bank personnel as appropriate
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Other duties as assigned
Career Level Definition
Requires broad knowledge of operational procedures and tools obtained through extensive work experience and may require vocational or technical education. Responsibilities typically include:
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Working under limited supervision for routine situations.
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Providing assistance and training to lower level employees.
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Problems typically are not routine and require analysis to understand.
Knowledge & Experience
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Typically requires 5+ years relevant experience
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May require vocational or technical training
Physical/Environmental Requirements
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Must be able to stand for extended periods of time & lift objects up to 30lbs