Customer Banking Specialist: Grow Relationships & Solutions

United Community Banks Inc.; Clarksville (TN); On-site; USD 37,000 - 45,000; Full time

Job summary

United Community in Clarksville, TN seeks a Universal Banker I to deliver exceptional customer experiences and support financial wellness. You will handle everyday transactions, engage in needs-based conversations, and educate customers on banking tools and technology to build lasting relationships.

The role combines service and sales expertise, ensuring regulatory compliance while helping customers achieve their financial goals in a full-time, on-site capacity.

Qualifications

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

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 understanding customers’ needs and priorities.
• Assist customers financially by delivering loan products and 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 available tools and resources.
• 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

Banking experience

Sales skills

Interpersonal skills

Job description

United Community in Clarksville, TN seeks a Universal Banker I to deliver exceptional customer experiences and support financial wellness. You will handle everyday transactions, engage in needs-based conversations, and educate customers on banking tools and technology to build lasting relationships.

The role combines service and sales expertise, ensuring regulatory compliance while helping customers achieve their financial goals in a full-time, on-site capacity.