Customer-Driven Banker I: Sales, Service & Tech Tools

United Community Banks Inc.; Coral Gables (FL); Hybride; USD 32 000 - 45 000; Plein temps

Résumé du poste

United Community Banks Inc. seeks a Universal Banker I to provide exceptional customer experiences and support financial wellness. You will handle everyday transactions, engage in needs-based conversations, and help customers navigate banking tools and technology.

The role combines service and sales to strengthen relationships, educate customers on banking solutions, and ensure regulatory compliance. It offers the opportunity to make a meaningful impact by helping customers achieve their

Qualifications

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

Responsabilités

• 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.

Description du poste

United Community Banks Inc. seeks a Universal Banker I to provide exceptional customer experiences and support financial wellness. You will handle everyday transactions, engage in needs-based conversations, and help customers navigate banking tools and technology.

The role combines service and sales to strengthen relationships, educate customers on banking solutions, and ensure regulatory compliance. It offers the opportunity to make a meaningful impact by helping customers achieve their