What is a universal banker?

A universal banker is a financial professional who is trained to handle a wide range of banking services and transactions. They are versatile employees who can perform teller duties, open new accounts, process loan applications, and provide financial advice to customers.

Universal bankers may work in a variety of banking environments, including retail banks, credit unions, and online banking platforms. They are often the first point of contact for customers and are responsible for creating a positive customer experience.

In addition to standard banking services, universal bankers may also be responsible for promoting and selling additional financial products and services, such as insurance, investment products, and credit cards. They must have a strong knowledge of financial products and services in order to effectively assist customers in meeting their financial goals.

Overall, a universal banker is a flexible and knowledgeable financial professional who plays a crucial role in helping customers manage their finances and achieve their financial goals.