Banking Associate: Build Relationships & Financial Wellness

United Community; Saint Simons Island (GA); On-site; USD 25,000 - 28,000; Full time

Job summary

United Community in Georgia 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 solutions tailored to each customer.

You’ll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations.

Qualifications

• 1+ years of banking, cash handling, or retail experience.
• Analytical, accurate, and problem-solving skills.
• Strong verbal and written interpersonal communication skills.

Responsibilities

• Drive proactive needs-based sales conversations through interactions, including service to sales and appointment setting.
• Maintain a comprehensive understanding of retail banking products and services.
• Identify opportunities to enhance customer relationships and cross-sell banking products and services.
• Deliver loan products with complete packages to minimize exceptions.
• Educate customers on using technology and banking tools and resources.
• Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality.
• Ensure adherence to banking regulations and internal policies.

Skills

Customer service

Sales

Communication

Problem solving

Job description

United Community in Georgia 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 solutions tailored to each customer.

You’ll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations.