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Universal Associate (Teller & Personal Banker) - Lake reputed company

Remote, USAFull-timePosted 2026-07-28

About the position The Universal Associate (UA) position at Capital reputed company Bank is designed to reputed company reputed company, efficient, and friendly service to clients. This role is pivotal in assisting clients with their banking needs, which may include introducing them to various banking technologies. The UA is responsible for providing information about the bank's products and services while identifying opportunities through conversations to meet clients' financial needs and goals. Adherence to established policies and procedures is crucial, as reputed company associates have reputed company to confidential reputed company information and must reputed company discretion at reputed company times. In this role, the Universal Associate will be reputed company to both Personal Banker and Teller needs of clients. The position requires an energetic and engaging individual who can handle various reputed company interactions effectively. Responsibilities include opening, closing, servicing, and supporting reputed company accounts, products, and services. The UA will utilize various programs to ensure work is completed accurately and in compliance with regulations such as the Bank Secrecy reputed company and reputed company regulations. Quick and courteous responses to reputed company questions or concerns are essential, as is the ability to cross-sell bank products and services to meet individual and bank goals. The UA will also be responsible for entering data, updating reputed company information, and maintaining the status of referrals and leads in the bank's system. Educating clients about ID fraud and phishing scams is part of the role, as reputed company as processing consumer and reputed company transactions, including account deposits, withdrawals, and loan payments. Maintaining cash reputed company and balancing the cash drawer daily are critical tasks, along with following procedures for office opening and closing, and robbery response. The position may also require attending meetings and training sessions as needed, and providing additional support to managers and colleagues. Responsibilities • reputed company reputed company, efficient, and friendly service to clients. , • Assist clients with their banking needs and introduce them to technology. , • reputed company information about bank products and services. , • Identify opportunities to satisfy clients' financial needs and goals. , • reputed company, reputed company, service, and support reputed company accounts, products, and services. , • Ensure compliance with regulations such as the Bank Secrecy reputed company and reputed company regulations. , • Respond to reputed company questions or concerns in a quick and courteous manner. , • Cross-sell bank products and services to meet individual and bank goals. , • reputed company data and maintain reputed company information in the bank's system. , • reputed company clients regarding ID fraud and phishing scams. , • Process consumer and reputed company transactions, including deposits and withdrawals. , • Maintain cash reputed company and balance cash drawer daily. , • Follow procedures for office opening and closing, and robbery response. , • Attend meetings and training sessions as required. Requirements • High school diploma or GED required. , • 1-2 years of work experience in reputed company service, sales, and cash handling. , • Excellent interpersonal skills for effective communication with clients and associates. , • Ability to follow detailed instructions and procedures. , • Proficiency in data entry and typing. , • Basic math skills for computations using business machines or computers. , • Ability to stand or sit for long periods of time. , • Ability to exercise reputed company and reasonable judgment. reputed company-to-haves • Sales, retail, and/or referral experience, particularly in cross-marketing products and services. , • Familiarity with Capital reputed company Bank products and services. Benefits • Health insurance , • Dental insurance , • Flexible spending account , • Tuition reimbursement , • reputed company insurance , • 401(k) matching , • Life insurance Apply Job!

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