Part-Time Universal Banker I — Customer Solutions

United Community; Town of Florida (NY); On-site; USD 32,000 - 45,000; Part time

Job summary

United Community is seeking a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. In this role, you’ll assist with everyday transactions and engage in needs-based conversations to identify solutions tailored to each customer.

You’ll combine service and sales 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.
• Analytical, accurate, and problem-solving abilities.
• Strong verbal and written interpersonal communication skills.

Responsibilities

• Drive proactive needs-based sales conversations through interactions, including service to sales and appointment setting.
• Maintain a comprehensive understanding of retail banking products and services.
• Identify opportunities to enhance existing customer relationships and cultivate new ones.
• Assist customers with loan products and ensure packages are correct and complete to minimize exceptions.
• Make referrals to cross-sell banking products and services across bank areas.
• Educate customers on managing transactions with technology and tools available.
• Apply product 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

Cash handling

Retail experience

Job description

United Community is seeking a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. In this role, you’ll assist with everyday transactions and engage in needs-based conversations to identify solutions tailored to each customer.

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