Universal Banker I: Customer Growth & Service

United Community; Sarasota (FL); On-site; USD 32,000 - 45,000; Full time

Job summary

United Community in Sarasota, FL is seeking 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 identify solutions tailored to each customer.

You’ll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations. This role offers a meaningful impact serving the community.

Qualifications

• 1+ years of 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 customers’ needs.
• Assist customers financially by delivering loan products and ensuring packages are 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 tools available.
• Apply product and service knowledge to solve customer problems.
• Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality.
• Ensure adherence to banking regulations and internal policies.

Skills

Banking experience

Cash handling

Customer service

Sales skills

Job description

United Community in Sarasota, FL is seeking 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 identify solutions tailored to each customer.

You’ll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations. This role offers a meaningful impact serving the community.