Banking Advisor I: Elevate Customer Experience & Solutions

United Community Banks Inc.; Sarasota (FL); On-site; USD 32,000 - 45,000; Full time

Job summary

United Community in Sarasota, FL is seeking a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. You will assist with everyday transactions and engage in needs-based conversations to identify tailored solutions, combining service and sales to strengthen relationships.

The role emphasizes education on banking tools and technology, compliance, and helping customers reach financial goals.

Qualifications

• 1+ year of banking, cash handling or retail experience.
• Strong numerical and analytical skills.
• Excellent verbal and written communication.

Responsibilities

• Drive proactive needs-based sales conversations through service interactions and appointments.
• Maintain a comprehensive understanding of retail banking products and services.
• Identify opportunities to deepen existing relationships and cultivate new ones by understanding customers' needs.
• Assist customers with loan products, ensuring packages are complete to minimize exceptions.
• Identify cross-sell opportunities and refer to other bank areas.
• Educate customers on using technology and banking tools to manage transactions.
• Apply product and service knowledge to solve customer problems.
• Process deposits, withdrawals, and routine transactions accurately and confidentially.

Skills

Banking experience

Cash handling

Customer service

Interpersonal communication

Job description

United Community in Sarasota, FL is seeking a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. You will assist with everyday transactions and engage in needs-based conversations to identify tailored solutions, combining service and sales to strengthen relationships.

The role emphasizes education on banking tools and technology, compliance, and helping customers reach financial goals.