Banking Advisor I: Needs-Based Solutions

United Community Banks Inc.; Mauldin (SC); On-site; USD 25,000 - 28,000; Full time

Job summary

United Community Banks Inc. seeks 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.

You’ll combine service and sales to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations. This full-time, non-remote role offers an opportunity to impact customers’ financial goals.

Qualifications

• 1+ year banking, cash handling, or retail experience.
• Analytical, accurate, and problem-solving abilities.
• 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.

Skills

Cash handling

Retail experience

Interpersonal communication

Analytical

Problem-solving

Job description

United Community Banks Inc. seeks 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.

You’ll combine service and sales to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations. This full-time, non-remote role offers an opportunity to impact customers’ financial goals.