Universal Banker

United Bank; Mooresville (NC); On-site; USD 34,000 - 42,000; Full time

Job summary

United Bank is seeking a customer-focused professional to join our branch team. You will handle daily client interactions, support sales initiatives, and build lasting relationships while delivering excellent service in a fast-paced banking environment.

The ideal candidate has a high school diploma (bachelor's a plus), 2–3 years of customer service or banking experience, strong written and spoken communication (Spanish a plus), basic math skills, and proficiency with Microsoft Office.

Qualifications

• High school diploma or equivalent; bachelor's degree a plus.
• 3 years of customer contact/service or 2 years in banking environment, preferably in a branch.
• Experience handling money and being accountable for funds.
• Completion of Bank’s in-house training program.
• Sales-oriented and relationship-building demeanor.
• Excellent verbal and written communications in Spanish or another language a plus.
• Able to perform basic math.
• Proficient with Microsoft Office.
• Knowledge of core banking system beneficial.
• Travel up to 15% within branch region.

Responsibilities

• Interact with clients and process transactions with accuracy.
• Support sales efforts and cross-sell banking products.
• Build and maintain customer relationships.
• Work independently and as part of a team.
• Travel within branch region up to 15%.
• Maintain professionalism and confidentiality.

Skills

Customer service

Sales oriented

Relationship building

Communication skills

Teamwork

Self-directed learning

Detail oriented

Multi-tasking

Initiative

Travel willingness

Education

High school diploma

Bachelor's degree a plus

Tools

Microsoft Office

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
• Ability to 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

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

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.