Customer Banking Specialist: Needs-Based Solutions

United Community Bank; Canton (GA); On-site; USD 25,000 - 30,000; Full time

Job summary

United Community Bank in Georgia seeks a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. You will assist with everyday transactions, engage in needs-based conversations, and educate customers on banking tools and technology to tailor solutions.

You’ll combine service and sales to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations to help customers achieve their financial goals.

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.

Job description

United Community Bank in Georgia seeks a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. You will assist with everyday transactions, engage in needs-based conversations, and educate customers on banking tools and technology to tailor solutions.

You’ll combine service and sales to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations to help customers achieve their financial goals.