Customer-Driven Universal Banker I

United Community; Santa Rosa Beach (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 supporting financial wellness. You will assist with everyday transactions and engage in needs-based conversations to identify solutions tailored to each customer.

You’ll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations.

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.
• Maintain a comprehensive understanding of retail banking products and services.
• Identify opportunities to enhance existing customer relationships and cultivate new ones.
• Assist customers by delivering loan products with complete packages.
• Identify opportunities and referrals to cross-sell banking products.
• Educate customers on managing transactions using technology.
• 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

Banking experience

Analytical skills

Interpersonal skills

Job description

United Community 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 identify solutions tailored to each customer.

You’ll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations.