Travel Universal Banker

United Community; Vaughan; On-site; CAD 34,000 - 50,000; Full time

Job summary

Join a progressive banking institution as a Travel Universal Banker, responsible for delivering exceptional service across multiple branches. This role combines banking and customer sales, allowing you to engage with clients while traveling to various locations. If you have a knack for retail sales and customer service, this opportunity offers a path to career growth in the banking industry.

Qualifications

• Minimum 3 years of retail sales experience required.
• 1+ years of experience working in a financial institution preferred.
• Ability to work a flexible schedule and travel to branches.

Responsibilities

• Deliver excellent customer service and promote bank products.
• Handle teller responsibilities and assist with customer transactions.
• Engage in proactive sales conversations and provide financial solutions.

Skills

customer relationship management

sales

problem-solving

analytical skills

verbal communication

written communication

Job description

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This range is provided by United Community. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$34,102.00/yr - $49,382.00/yr

United Community Bank is looking for a full time Travel Universal Banker. As a Travel Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. This position is cross trained to provide service for both the teller and platform responsibilities at our branch locations. In addition to assisting with everyday transactions, you will have the opportunity to help with customer resolution and financial wellness by having needs based conversations and identifying appropriate solutions.

The Traveling Universal Banker role is responsible for traveling daily to branches within a specific market area.

What Will You Do As a Travel Universal Banker?

• Maintain extensive knowledge of retail bank products and services and look for opportunities to strengthen existing customer relationships and develop new relationships by understanding customers’ needs while considering perspectives and priorities of different customers
• Promote, explain, open and renew (where applicable) financial institution services such as consumer loans (excluding real-estate loans), IRAs, Certificates of Deposit, safe deposit boxes, etc.
• Drive proactive needs based sales conversations through interactions, including service to sales, teller interactions and appointment setting
• Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions
• Perform transactions of a paying and receiving teller such as receive checks for deposit to accounts, verify amounts, examine checks for proper endorsement, cash checks and process withdrawals; Place holds on accounts for uncollected funds, daily balancing of cash drawer
• 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
• Assist other staff in serving customers, answering telephones and performing other duties as necessary
  
  

Requirements to be a successful as a Travel Universal Banker

• Minimum 3 years of retail sales experience
• 1+ years of experience working in a financial institution
• Ability to work a flexible schedule and to accommodate travel to different branches as needed
• Knowledge of consumer credit structuring and lending practices
• Demonstrated analytical, accuracy and problem-solving skills
• Strong verbal and written interpersonal communication skills
• Experience with using and demonstrating digital products and self-service technologies
  
  

Preferred Knowledge And Skills

• Current Notary Public Certification preferred
  
  

Conditions Of Employment

• Must be able to pass a criminal background and credit check
• This is a full-time, non-remote position
  
  

Travel

This position requires up to 100% travel within designated market area.

Other

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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