Universal Banker I: Customer-Driven Banking & Solutions

United Community; Canton (CO); On-site; USD 25,000 - 29,000; Full time

Job summary

United Community in Colorado, United States, hires a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. You will assist with everyday transactions and engage in needs-based conversations to tailor solutions for each customer, blending service and sales to strengthen relationships.

Educating customers on banking tools and technology, ensuring regulatory compliance, and helping clients achieve financial goals through referrals and cross-selling are

Qualifications

• 1+ years of previous banking, cash handling, or retail experience.
• Demonstrated analytical, accuracy, and problem-solving skills.
• Strong verbal and written interpersonal communication skills.

Responsibilities

• Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions, and appointment setting.
• Maintain a comprehensive understanding of retail banking products and services.
• Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers’ needs, while considering their unique perspectives and priorities.
• Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions.
• Identify opportunities and make referrals to cross-sell banking products and services to other areas of the bank.
• Educate customers on options for managing transactions using technology and all other tools and resources available.

Skills

Cash Handling

Customer Service

Sales

Communication

Attention to detail

Job description

United Community in Colorado, United States, hires a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. You will assist with everyday transactions and engage in needs-based conversations to tailor solutions for each customer, blending service and sales to strengthen relationships.

Educating customers on banking tools and technology, ensuring regulatory compliance, and helping clients achieve financial goals through referrals and cross-selling are