Customer-Centric Universal Banker I

UNITED COMMUNITY BANK; Burnsville (NC); On-site; USD 25,000 - 28,000; Full time

Job summary

United Community Bank is seeking a Universal Banker I to deliver exceptional customer experiences and support financial wellness. You will handle day-to-day transactions, engage in needs-based conversations, and educate customers on banking tools and technology, while maintaining compliance with regulations.

In this role you will drive proactive sales conversations, maintain knowledge of retail banking products, and refer customers to cross-sell opportunities across the bank.

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.
• Assist customers financially by delivering loan products, 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

Banking experience

Cash handling

Retail experience

Job description

United Community Bank is seeking a Universal Banker I to deliver exceptional customer experiences and support financial wellness. You will handle day-to-day transactions, engage in needs-based conversations, and educate customers on banking tools and technology, while maintaining compliance with regulations.

In this role you will drive proactive sales conversations, maintain knowledge of retail banking products, and refer customers to cross-sell opportunities across the bank.