- M&T Bank (Chester, MD)
- …needs; refers complex customer needs to the appropriate team member/partner. Float Universal Banker will frequently travel to different branches within a ... needs. Engage customers in a variety of ways to bank with us and provide solutions to meet their...opportunities to solve for other banking needs. Follow the Bank 's sales process and provide simplified, customer-focused advice and… more
- Citigroup (Washington, DC)
- The Head Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. ... knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions...+ Energetically greet and interact with clients on the bank floor to proactively identify and address client sales… more
- Citigroup (Washington, DC)
- The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The ... knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions...+ Energetically greet and interact with clients on the bank floor to proactively identify and address client sales… more
- Truist (Gambrills, MD)
- …relationship building 4. General understanding of bank operations, policies and procedures ** Universal Banker ** . The annual base salary for this position is ... Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to… more
- Robert Half Office Team (Washington, DC)
- Description We are currently seeking a Universal Banker for an opportunity in the banking industry, located in Washington, District of Columbia, United States. ... such as customer service, data entry, answering inbound calls, and processing bank transactions. Responsibilities: * Addressing and resolving customer inquiries in a… more
- Citigroup (Washington, DC)
- The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the ... service issues + Execute financial transactions in accordance with bank policies and procedures + Refer opportunities to segment...to ensure the safety and security of customer and bank assets + Appropriately assess risk when business decisions… more
- PNC (Chester, MD)
- …the company's success. As a Branch Sales and Service Associate I [in a Universal Branch or in an In-store Branch], you will strengthen customer relationships with a ... sales process. You will spend most of your time as a personal banker , engaging customers in sales conversations in order to identify appropriate financial solutions.… more
- Lincoln Financial Group (Annapolis, MD)
- …Registered Index-Linked Annuities (RILAs), Fixed Indexed Annuities (FIAs), Guaranteed Variable Universal Life (GVUL), etc. You will work closely with risk managers ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
- BrightSpring Health Services (Upper Marlboro, MD)
- …patient/caregivers of the safety measures appropriate to care + Maintains universal precautions and infection control standards to prevent the transmission of ... financial or personal information (Social Security Number, credit card, driver's license, bank information, or payment for work equipment, etc.) from you via text… more