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Universal Banker

Company: Global Channel Management, Inc.
Location: Long Beach
Posted on: November 11, 2018

Job Description:

Standard business hours are 9-5 Mon through Thurs. 9-6 on Fridays. Training location is in West Covina, CA Universal Banker needs experience in reviewing and analyzing customer information to identify needs and create solutions Universal Banker requires: able to manage and process information through a contact management system high competency in the banking industry, banking channel, and products reviewing and analyzing customer information to identify needs and create solutions Experience in leveraging resources such as technology channels, lending, business banking, and investments as well as aligning products and services Universal Banker duties: Dedicates time to engage customers in meaningful conversation to understand customer needs Utilizes contact management system by notating what was learned both financially and personally which will continue to build on customer relationships through follow up Guides customers through more complex financial needs such as buying a home, funding retirement and operating a small business Processes basic transactions and guides customers to new technologies for their convenience and preferences May be required to manage a cash drawer

Keywords: Global Channel Management, Inc., Los Angeles , Universal Banker, Other , Long Beach, California

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