Customer Banking Specialist – Universal Banker I

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

Job summary

United Community Bank is seeking an Universal Banker I to deliver exceptional customer experiences and support financial wellness. You will assist with everyday transactions while engaging in needs-based conversations to tailor solutions for each customer.

You will combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure regulatory compliance.

Qualifications

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

Responsibilities

• Drive proactive needs-based sales conversations through customer interactions and appointments.
• Maintain a comprehensive understanding of retail banking products and services.
• Identify opportunities to enhance customer relationships and cultivate new ones by addressing needs.
• Assist customers 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.
• Educate customers on using technology and tools for managing transactions.
• Apply product and service knowledge to solve customer problems.
• Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality.
• Ensure adherence to banking regulations and internal policies.

Skills

Needs-based sales

Interpersonal communication

Attention to detail

Job description

United Community Bank is seeking an Universal Banker I to deliver exceptional customer experiences and support financial wellness. You will assist with everyday transactions while engaging in needs-based conversations to tailor solutions for each customer.

You will combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure regulatory compliance.