NMLS Universal Banker II: Personal Banking & Lending

United Community Bank; Florida; Presencial; USD 34.000 - 49.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Notary Public Certification preferred

Descripción de la vacante

United Community Bank seeks a Universal Banker II to deliver excellent customer experiences and support financial wellness through needs-based conversations. You will handle transactions, promote loans, and refer banking products while maintaining regulatory compliance.

The role emphasizes strong communication, problem-solving, and accuracy, with an expectation of 1+ year in banking and cash handling, plus lending experience. Notary certification preferred.

Formación

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

Responsabilidades

• 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.
• Assist customers financially by delivering loan products, ensuring packages are correct and complete to minimize exceptions.
• Identify opportunities and make referrals cross-sell banking products and services, to other areas of the bank.
• Educate customers on options for managing transactions using technology and available tools.
• 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.

Conocimientos

Cash handling

Lending experience

Analytical skills

Interpersonal communication

Problem solving

Descripción del empleo

United Community Bank seeks a Universal Banker II to deliver excellent customer experiences and support financial wellness through needs-based conversations. You will handle transactions, promote loans, and refer banking products while maintaining regulatory compliance.

The role emphasizes strong communication, problem-solving, and accuracy, with an expectation of 1+ year in banking and cash handling, plus lending experience. Notary certification preferred.