Customer-Focused Banker II | Lending & Solutions Pro

United Community Bank

Tampa (FL)

On-site

USD 34,000 - 52,000

Full time

6 days ago
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Job summary

United Community Bank is seeking a Universal Banker II in Florida. You will deliver excellent customer experiences, handle transactions, and engage in needs-based conversations to identify financial solutions.

Responsibilities include promoting banking products, processing routine transactions, and ensuring compliance while supporting customers’ financial wellness. This role is full-time and on-site with NDA and background checks.

Qualifications

  • 1+ years of banking and cash handling experience.
  • 1+ years of lending experience.
  • NMLS License required.
  • Demonstrated analytical, accuracy, and problem-solving skills.
  • Strong verbal and written interpersonal communication skills.
  • Ability to uncover and provide solutions to meet customer needs.
  • Notary Public Certification preferred.

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 understanding customers' needs.
  • Assist customers financially by delivering loan products with accurate packages to minimize exceptions.
  • Identify opportunities and make referrals to other areas of the bank.
  • Educate customers on transactional options 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

Analytical thinking
Problem solving
Interpersonal communication
Verbal communication
Written communication

Job description

United Community Bank is seeking a Universal Banker II in Florida. You will deliver excellent customer experiences, handle transactions, and engage in needs-based conversations to identify financial solutions.

Responsibilities include promoting banking products, processing routine transactions, and ensuring compliance while supporting customers’ financial wellness. This role is full-time and on-site with NDA and background checks.

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