Proactive Banking Advisor

United Community Bank; Duncan (SC); On-site; USD 25,000 - 28,000; Full time

Job summary

United Community Bank is seeking a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. You will assist with everyday transactions and engage in needs-based conversations to identify solutions tailored to each customer.

You’ll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations. This is a full-time, non-remote position at our Duncan, SC location.

Qualifications

• 1+ years of 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 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 customer needs.
• Deliver loan products with correct/packages to minimize exceptions.
• Identify opportunities and make referrals to cross-sell banking products and services across the bank.
• Educate customers on banking options and technology and how to use 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

Customer service

Cash handling

Communication

Tools

Banking software

Job description

United Community Bank is seeking a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. You will assist with everyday transactions and engage in needs-based conversations to identify solutions tailored to each customer.

You’ll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations. This is a full-time, non-remote position at our Duncan, SC location.