Relationship Banking Advisor

United Bank

Vienna (WV)

On-site

USD 36,000 - 48,000

Full time

12 days ago

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Job summary

United Bank in Vienna, WV is seeking a Universal Banker to build trusted client relationships, handle branch transactions, and drive sales. The role requires strong customer service and communication, with opportunities to expand financial solutions for clients in a team-driven environment.

The position emphasizes proactive engagement, product knowledge, and adherence to branch procedures, with travel up to 15% within the region.

Qualifications

High school diploma or equivalent required; Bachelor's degree a plus.
Minimum of three years in a professional customer contact role or two years in banking, preferably in a branch.
Prior experience handling money and completing an in-house training program.
Sales-oriented and relationship-building demeanor with strong written and verbal skills.
Excellent communication in English; Spanish or another language a plus.
Proficiency in Word and Excel; basic banking system knowledge helpful.
Willingness to travel within the branch region up to 15%.

Responsibilities

Proactively greet customers and manage lobby interactions to connect with customers.
Provide excellent customer service by processing branch transactions accurately and efficiently.
Know and communicate all bank products and services to clients.
Proactively contact customers with pre-approved offers or to schedule financial reviews.
Refer customers to other bank employees or departments as needed to meet needs.
Participate in daily branch operations and adhere to security and policy guidelines.