Banking Advisor: Customer Solutions & Tech Tools

United Community Bank; Atlanta (GA); Presencial; USD 25 000 - 28 000; Tempo integral

Resumo da oferta

United Community Bank is seeking a Universal Banker I to deliver exceptional customer experiences and support financial wellness. You will assist with everyday transactions and engage in needs-based conversations to identify solutions for each customer.

This role blends service and sales to strengthen relationships, educate customers on banking tools, ensure regulatory compliance, and help customers achieve their financial goals.

Qualificações

• 1+ year of banking, cash handling, or retail experience.
• Demonstrated analytical, accuracy, and problem-solving skills.
• Strong verbal and written interpersonal communication skills.

Responsabilidades

• 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.
• 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.

Conhecimentos

Customer service

Sales conversations

Accuracy

Interpersonal communication

Descrição da oferta de emprego

United Community Bank is seeking a Universal Banker I to deliver exceptional customer experiences and support financial wellness. You will assist with everyday transactions and engage in needs-based conversations to identify solutions for each customer.

This role blends service and sales to strengthen relationships, educate customers on banking tools, ensure regulatory compliance, and help customers achieve their financial goals.