Traveling Banking & Relationship Specialist

United Community; Atlanta (GA); On-site; USD 34,000 - 49,000; Full time

Job summary

United Community Bank is seeking a Travel Universal Banker for a full-time role across branch locations. The position requires traveling up to 100% within the market area to assist customers and prospects with needs-based conversations and solutions.

You will maintain knowledge of retail products, promote services, and support teller and platform responsibilities while delivering exceptional customer experiences and financial wellness guidance.

Qualifications

• Minimum 3 years of retail sales experience.
• Ability to travel to different branches as needed.
• Knowledge of consumer credit structuring and lending practices.
• Strong verbal and written interpersonal communication skills.
• Experience with digital products and self-service technologies.

Responsibilities

• Travel daily to branches within a designated market area.
• Maintain extensive knowledge of retail bank products and services and look for opportunities to strengthen existing customer relationships and develop new relationships by understanding customers’ needs while considering perspectives and priorities of different customers.
• Promote, explain, open and renew financial institution services such as consumer loans, IRAs, CDs, safe deposit boxes, etc.
• Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting.
• Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions.
• Perform transactions of a paying and receiving teller such as receive checks for deposit to accounts, verify amounts, examine checks for proper endorsement, cash checks and process withdrawals; Place holds on accounts for uncollected funds, daily balancing of cash drawer.
• 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.
• Assist other staff in serving customers, answering telephones and performing other duties as necessary.

Skills

Retail sales

Travel readiness

Credit knowledge

Analytical skills

Interpersonal communication

Digital tools experience

Job description

United Community Bank is seeking a Travel Universal Banker for a full-time role across branch locations. The position requires traveling up to 100% within the market area to assist customers and prospects with needs-based conversations and solutions.

You will maintain knowledge of retail products, promote services, and support teller and platform responsibilities while delivering exceptional customer experiences and financial wellness guidance.