Solutions-Driven Universal Banker II: Loans & Client Growth

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

Job summary

United Community in Oakland Park, FL seeks a Universal Banker II to deliver excellent customer experiences, assist with transactions and promote financial wellness through needs-based conversations. You will support customers with solutions, process routine transactions, and refer cross-sell opportunities within the bank.

The role requires NMLS license and 1+ year of banking and lending experience, with strong communication skills and attention to detail.

Qualifications

• 1+ years of banking and cash handling experience.
• 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 and appointment setting.
• Maintain a comprehensive understanding of retail banking products and services.
• Identify opportunities to enhance customer relationships and cultivate new ones by understanding customer needs.
• Assist customers with loan products and ensure packages are complete to minimize exceptions.
• Identify opportunities and make referrals to other bank areas to cross-sell products.
• Educate customers on options for managing transactions using technology and 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

Banking experience

Lending experience

Analytical skills

Interpersonal communication

Needs-based sales

Education

Notary Public Certification (preferred)

Job description

United Community in Oakland Park, FL seeks a Universal Banker II to deliver excellent customer experiences, assist with transactions and promote financial wellness through needs-based conversations. You will support customers with solutions, process routine transactions, and refer cross-sell opportunities within the bank.

The role requires NMLS license and 1+ year of banking and lending experience, with strong communication skills and attention to detail.