Proactive Banking Advisor & Relationship Builder

United Bank; Charleston (SC); On-site; USD 40,000 - 55,000; Full time

Job summary

United Bank in Charleston is seeking a Universal Banker to provide proactive financial guidance and build trusted customer relationships. You will support branch operations, deliver a memorable client experience, and help meet sales goals while handling service requests.

Responsibilities include greeting customers, processing branch transactions with accuracy, staying knowledgeable about bank products, and collaborating with team members to resolve issues and maximize customer satisfaction.

Qualifications

• High school diploma or equivalent required; Bachelor's degree a plus.
• Minimum 2-3 years of customer service or branch banking experience.
• Proven money handling and cash-handling skills.
• Sales orientation and ability to build customer relationships.
• Excellent verbal and written communication skills; bilingual is a plus.

Responsibilities

• Greet customers and manage lobby flow to connect with clients.
• Process branch transactions with accuracy and efficiency.
• Maintain knowledge of Bank products to discuss with customers.
• Identify opportunities and refer to other bank services when appropriate.
• Collaborate with colleagues to resolve customer inquiries and achieve goals.

Skills

Customer service

Relationship building

Sales oriented

Money handling

Bilingual (English/Spanish)

Education

High school diploma or equivalent

Bachelor's degree a plus

Tools

Microsoft Office

Job description

United Bank in Charleston is seeking a Universal Banker to provide proactive financial guidance and build trusted customer relationships. You will support branch operations, deliver a memorable client experience, and help meet sales goals while handling service requests.

Responsibilities include greeting customers, processing branch transactions with accuracy, staying knowledgeable about bank products, and collaborating with team members to resolve issues and maximize customer satisfaction.