Universal Banker I
About The Position
United Community is seeking a Universal Banker I to deliver exceptional customer experiences and support customers’ financial wellness. The role combines customer service and sales by assisting with everyday banking transactions, conducting needs-based conversations, identifying tailored solutions, and helping customers pursue their financial goals. The banker educates customers about banking tools and technology, builds customer relationships, supports loan products, and ensures compliance with regulations and internal policies. This is a full-time, non-remote, non-exempt position. Candidates must pass a criminal background and credit check.
Requirements
- At least 1 year of previous banking, cash handling, or retail experience.
- Demonstrated analytical, accuracy, and problem-solving skills.
- Strong verbal and written interpersonal communication skills.
- Must pass a criminal background and credit check.
Responsibilities
- Drive proactive, needs-based sales conversations through customer interactions, service-to-sales opportunities, teller interactions, and appointment setting.
- Maintain a comprehensive understanding of retail banking products and services.
- Identify opportunities to strengthen existing customer relationships and develop new ones by understanding and addressing customers’ needs and priorities.
- Assist customers with loan products and ensure loan packages are correct and complete to minimize exceptions.
- Identify opportunities and refer customers to other areas of the bank for additional products and services.
- Educate customers about options for managing transactions using available technology, tools, and resources.
- Apply product and service knowledge to solve customer problems effectively.
- Process deposits, withdrawals, and other routine transactions accurately and confidentially.
- Comply with banking regulations and internal policies.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
