Universal Banker I
About The Position
United Community is seeking a Universal Banker I to provide exceptional customer experiences and support financial wellness. This role involves assisting with daily transactions and engaging in needs-based conversations to identify tailored financial solutions for customers. The Universal Banker I will combine service and sales expertise to strengthen customer relationships, educate them on banking tools and technology, and ensure compliance with all relevant regulations. This position offers a chance to significantly contribute to customers' financial goal achievement.
Requirements
- 1+ years of previous banking, cash handling, or retail experience.
- Demonstrated analytical, accuracy, and problem-solving skills.
- Strong verbal and written interpersonal communication skills.
Responsibilities
- Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions, and appointment setting.
- Maintain a comprehensive understanding of retail banking products and services.
- Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers’ needs, while considering their unique perspectives and priorities.
- Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions.
- Identify opportunities and make referrals to cross-sell banking products and services to other areas of the bank.
- Educate customers on options for managing transactions using technology and all other tools and resources available.
- Apply product and service knowledge to effectively solve customer problems.
- Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality.
- Ensure adherence to banking regulations and internal policies.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
