Universal Banker

United Bank; Gastonia (NC); On-site; USD 32,000 - 48,000; Full time

Job summary

United Bank is seeking a customer service/relationship specialist in Gastonia, NC to manage client interactions, handle transactions, and promote bank products. The role emphasizes accuracy, compliance, and a service-first attitude.

You will work on-site, collaborate with branch staff, and participate in in-house training to develop product knowledge and sales skills. Bilingual Spanish skills are a plus, and travel within the branch region may be required.

Qualifications

• High school diploma or equivalent required; Bachelor’s degree a plus.
• 3+ years in customer service or 2+ years in banking, preferably in a branch.
• Money handling experience required.
• Completion of in-house training program within a reasonable timeframe.
• Sales-oriented and relationship-building demeanor.
• Excellent verbal and written communications in Spanish or another language a plus.
• Ability to perform basic math.
• Interacts confidently with clients.
• Self-directed learning of bank products/services.
• Proficiency in Word and Excel.
• Understanding core banking system beneficial.
• Detail-oriented, multi-tasking, and able to work independently or in a team.
• Demonstrates professionalism.
• Travel up to 15%.

Responsibilities

• Sitting and standing for extended periods.
• Receive customer transaction documents.
• Lift and carry up to 20 lbs.
• Efficiently operate a computer keyboard, mouse, and other components.
• Interact with staff at all levels within the organization.
• Observe, perceive, identify, and translate data.
• Travel via automobile or public transportation.

Skills

Relationship building

Sales-oriented

Strong communication

Spanish bilingual

Microsoft Office

Self-directed learning

Teamwork

Attention to detail

Money handling

Basic math

Travel up to 15%

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Word

Microsoft Excel

Core banking system

Job description

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
• 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.