Universal Banker

United Bank; Charleston (SC); On-site; USD 45,000 - 75,000; Full time

Job summary

United Bank in Charleston, SC seeks a customer service professional to manage relationships, support branch sales, and ensure accurate handling of transactions. The role emphasizes friendly client service, compliance, and teamwork.

Candidates should have a high school diploma, banking experience, ability to learn the bank's products, and strong communication in English (Spanish a plus). The position requires some travel within the branch region and proficiency with Word and Excel.

Qualifications

• High school diploma or equivalent required; Bachelor’s degree a plus.
• Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
• Prior experience in handling and being accountable for money is required
• Ability to successfully complete the Bank’s in-house Training Program within a reasonable timeframe required
• Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
• Excellent verbal and written communications skills in Spanish or additional language a plus.
• Ability to perform basic math calculations is required
• Demonstrates ability to interact confidently with clients is essential
• Ability to be initiative in self-directed learning of Bank’s products/services in order to expand and become well versed with the products/services offered.
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Products (Word, Excel) required
• Understanding and working knowledge of appropriate core banking system is beneficial
• Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
• Demonstrated professionalism is required
• Ability to travel within branch region of up to 15%<br/>

Responsibilities

• Sitting and standing for extended periods of time.
• Ability to reach over teller counter or desk area to receive customer transaction documents
• Ability to lift and carry up to 20 lbs
• Abilityto efficiently operate a computer keyboard, mouse, power tools, and other computer components.
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to observe, perceive, identify, and translate data
• Ability to travel via automobile or public transportation

Skills

Relationship management

Sales-oriented mindset

Verbal and written communication

Time management

Multi-tasking

Self-directed learning

Interpersonal skills

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office (Word, Excel)

Core banking system knowledge

Job description

Current employees should explore opportunities and apply through the internal job portal.

Qualifications

• High school diploma or equivalent required, Bachelor’s degree a plus
• Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
• Prior experience in handling and being accountable for money is required
• Ability to successfully complete the Bank’s in-house Training Program within a reasonable timeframe required
• Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
• Excellent verbal and written communications skills in Spanish or additional language a plus.
• Ability to perform basic math calculations is required
• Demonstrates ability to interact confidently with clients is essential
• Ability to be initiative in self-directed learning of Bank’s products/services in order to expand and become well versed with the products/services offered.
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Products (Word, Excel) required
• Understanding and working knowledge of appropriate core banking system is beneficial
• Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
• Demonstrated professionalism is required
• Ability to travel within branch region of up to 15%
  

KEY COMPETENCIES:

• Relationship and account management
• Business Development
• Accountability
• Organization and Time Management

Essential Functions:

• Sitting and standing for extended periods of time.
• Ability to reach over teller counter or desk area to receive customer transaction documents
• Ability to lift and carry up to 20 lbs
• Abilityto efficiently operate a computer keyboard, mouse, power tools, and other computer components.
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to observe, perceive, identify, and translate data
• Ability to travel via automobile or public transportation

Company Profile

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.