Customer-Driven Universal Banker I

United Community; Hendersonville (NC); On-site; USD 25,000 - 28,000; Full time

Job summary

United Community in Hendersonville, NC is seeking a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. You will assist with everyday transactions and engage in needs-based conversations to tailor solutions for each customer.

This role blends service and sales, educates customers on banking tools and technology, ensures regulatory compliance, and helps strengthen relationships by identifying opportunities to expand banking relationships.

Qualifications

• 1+ years of banking, cash handling, or retail experience.
• Analytical, accurate, 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.

Skills

Banking experience

Job description

United Community in Hendersonville, NC is seeking a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. You will assist with everyday transactions and engage in needs-based conversations to tailor solutions for each customer.

This role blends service and sales, educates customers on banking tools and technology, ensures regulatory compliance, and helps strengthen relationships by identifying opportunities to expand banking relationships.