Customer-Centric Universal Banker I

United Community; Coral Gables (FL); On-site; USD 32,000 - 45,000; Full time

Job summary

United Community is seeking a Universal Banker I to deliver exceptional customer experiences while assisting with everyday transactions. You will engage in needs-based conversations, educate customers on banking tools, and refer opportunities to cross-sell services.

In this full-time, non-remote role, you will process deposits and withdrawals with accuracy, comply with regulations, and support customers in achieving their financial goals through personalized service.

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 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.
• Deliver loan products with correct packages to minimize exceptions.
• Identify opportunities and refer cross-sell banking products and services to other areas of the bank.
• Educate customers on options for managing transactions using technology and tools available.
• 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

Customer service

Sales

Analytical thinking

Communication skills

Job description

United Community is seeking a Universal Banker I to deliver exceptional customer experiences while assisting with everyday transactions. You will engage in needs-based conversations, educate customers on banking tools, and refer opportunities to cross-sell services.

In this full-time, non-remote role, you will process deposits and withdrawals with accuracy, comply with regulations, and support customers in achieving their financial goals through personalized service.