Banking Solutions & Customer Growth Advisor

United Community; Birmingham (AL); On-site; USD 32,000 - 45,000; Full time

Job summary

United Community in Birmingham, AL seeks a Universal Banker I to deliver exceptional customer experiences and support financial wellness. You will assist with everyday transactions, engage in needs-based conversations, and educate customers on banking tools and technology to strengthen relationships.

Responsibilities include driving proactive sales, cross-selling, loan support, transaction processing, and ensuring compliance with regulations.

Qualifications

• 1+ years of banking, cash handling, or retail experience.
• Demonstrated analytical, accuracy, and problem-solving skills.
• 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

Customer service

Sales experience

Cash handling

Interpersonal communication

Job description

United Community in Birmingham, AL seeks a Universal Banker I to deliver exceptional customer experiences and support financial wellness. You will assist with everyday transactions, engage in needs-based conversations, and educate customers on banking tools and technology to strengthen relationships.

Responsibilities include driving proactive sales, cross-selling, loan support, transaction processing, and ensuring compliance with regulations.