Personal Banking Advisor

UNITED COMMUNITY BANK; Sherman (IL); On-site; USD 42,000 - 65,000; Full time

Job summary

United Community Bank is seeking a Personal Banker to build relationships with new and existing customers, helping them with their financial needs while delivering outstanding customer service. You will advise on accounts, cross-sell banking products, resolve customer requests, and refer clients to appropriate departments, while maintaining records and complying with bank policies.

The role requires strong communication, attention to detail, time management, and discretion in handling

Qualifications

• High school diploma or equivalent.
• Proficiency in Microsoft Office and related software.
• Ability to communicate effectively with customers and coworkers.
• Strong attention to detail and time management.
• Ability to handle confidential information with discretion.

Responsibilities

• Analyze customer utilization of products and identify cross-sell opportunities.
• Provide exceptional customer service and resolve requests.
• Outline relevant products and services to customers and refer referrals as needed.
• Maintain records of calls, referrals, and product changes.

Skills

Customer service

Sales

Communication

Time management

Attention to detail

Education

High school diploma or equivalent

Tools

Microsoft Office

Web Teller

Job description

United Community Bank is seeking a Personal Banker to build relationships with new and existing customers, helping them with their financial needs while delivering outstanding customer service. You will advise on accounts, cross-sell banking products, resolve customer requests, and refer clients to appropriate departments, while maintaining records and complying with bank policies.

The role requires strong communication, attention to detail, time management, and discretion in handling