Universal Banker

Jobtailor; Savannah (GA); On-site; USD 32,000 - 45,000; Full time

Job summary

Jobtailor is seeking a capable retail banking associate in Savannah to engage customers, conduct needs-based conversations, handle transactions, and deliver loan packages.

You will nurture relationships, refer customers to other bank areas, and ensure compliance with regulations while maintaining product knowledge.

Qualifications

• 1+ years of banking, cash handling, or retail experience.
• Analytical, accuracy, and problem-solving skills.
• Strong verbal and written interpersonal communication skills.
• Criminal background check
• Credit check

Responsibilities

• Drive proactive needs-based sales conversations through service interactions, teller interactions, and appointment setting.
• Maintain comprehensive knowledge of retail banking products and services.
• Enhance existing customer relationships and cultivate new ones by understanding and addressing customer needs.
• Deliver loan products with correct and complete packages.
• Refer customers to other areas of the bank for additional banking products and services.
• Educate customers on transaction-management technology, tools, and resources.
• Solve customer problems using product and service knowledge.
• Process deposits, withdrawals, and other routine transactions accurately and confidentially.
• Ensure adherence to banking regulations and internal policies.

Skills

Retail Banking

CRM

Problem-Solving

Verbal Communication

Written Communication

Banking Regulations

Cash Handling

Transaction Processing

Loan Delivery

Analytical Skills

Accuracy

Interpersonal Skills

Customer Service

Tools

Transaction-Management Technology

Job description

• Drive proactive needs-based sales conversations through service interactions, teller interactions, and appointment setting
• Maintain comprehensive knowledge of retail banking products and services
• Enhance existing customer relationships and cultivate new ones by understanding and addressing customer needs
• Deliver loan products with correct and complete packages
• Refer customers to other areas of the bank for additional banking products and services
• Educate customers on transaction-management technology, tools, and resources
• Solve customer problems using product and service knowledge
• Process deposits, withdrawals, and other routine transactions accurately and confidentially
• Ensure adherence to banking regulations and internal policies

Requirements

• 1+ years of previous banking, cash handling, or retail experience
• Demonstrated analytical, accuracy, and problem-solving skills
• Strong verbal and written interpersonal communication skills
• Must be able to pass a criminal background check
• Must be able to pass a credit check

Core Competencies

Demonstrates expertise in retail banking products and services, with a strong focus on customer relationship management and problem-solving. Proficient in conducting needs-based sales conversations and ensuring compliance with banking regulations.

Highest-signal resume keywords

• Retail Banking Experience
• Customer Relationship Management
• Problem-Solving Skills
• Verbal and Written Communication Skills
• Banking Regulations Compliance

ATS Optimization Keywords

Hard Skills

• Cash Handling
• Transaction Processing
• Loan Product Delivery
• Analytical Skills
• Accuracy in Transactions

Soft Skills

• Interpersonal Communication
• Customer Service Orientation

Certifications & Qualifications

• Criminal Background Check
• Credit Check

Industry Keywords

• Retail Banking
• Customer Needs Assessment
• Service Interactions
• Appointment Setting

Tools & Technologies

• Transaction-Management Technology