Customer Solutions Banker I

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

Job summary

United Community in the United States is seeking a Universal Banker I to deliver exceptional customer experiences while helping customers manage their finances through everyday transactions and needs-based conversations. You will educate customers on banking tools, process deposits and withdrawals with precision, and comply with regulations, while growing relationships and cross-selling suitable products.

You will contribute to a compliant, customer-centric environment, support financial

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.

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

Cash handling

Customer service

Needs-based selling

Regulatory compliance

Job description

United Community in the United States is seeking a Universal Banker I to deliver exceptional customer experiences while helping customers manage their finances through everyday transactions and needs-based conversations. You will educate customers on banking tools, process deposits and withdrawals with precision, and comply with regulations, while growing relationships and cross-selling suitable products.

You will contribute to a compliant, customer-centric environment, support financial