Retail Banking Advisor II — Loans & Solutions

United Community Banks Inc.; Oakland Park (FL); On-site; USD 34,000 - 49,000; Full time

Benefits offered by this job

Notary Public Certification preferred

Job summary

United Community Banks Inc. is seeking a Universal Banker II to deliver excellent experiences to customers and prospects. You will handle everyday transactions and engage in needs-based conversations to support financial wellness.

You will drive proactive sales, promote loan products, cross-sell banking services, and educate customers on digital tools while ensuring accuracy and compliance in all transactions.

Qualifications

• 1+ years of previous banking and cash handling.
• 1+ years of lending experience.
• NMLS License required.
• Demonstrated analytical, accuracy, and problem‑solving skills.
• Strong verbal and written interpersonal communication skills.
• Ability to uncover and provide solutions to meet customer needs.

Responsibilities

• Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions 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 and addressing customers' needs, while considering their unique perspectives and priorities
• Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions
• Identify opportunities and make referrals cross-sell banking products and services, to other areas of the bank
• Educate customers on options for managing transactions using technology and all other tools and resources available
• Apply product and service knowledge to effectively solve customer problems
• Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality
• Ensure adherence to banking regulations and internal policies
• Must be able to pass a criminal background & credit check
• This is a full‑time, non‑remote position

Skills

NMLS License

Needs-based sales

Customer service

Interpersonal skills

Problem solving

Education

Notary Public Certification

Job description

United Community Banks Inc. is seeking a Universal Banker II to deliver excellent experiences to customers and prospects. You will handle everyday transactions and engage in needs-based conversations to support financial wellness.

You will drive proactive sales, promote loan products, cross-sell banking services, and educate customers on digital tools while ensuring accuracy and compliance in all transactions.