Universal Banker I: Customer Solutions & Service

United Community; Rosemary Beach (FL); On-site; USD 25,000 - 28,000; Full time

Job summary

United Community is seeking a Universal Banker I in Florida 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 will combine service and sales skills to educate customers on banking tools and technology, ensure regulatory compliance, and help customers achieve their financial goals.

Qualifications

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

Responsibilities

• Drive proactive needs-based sales conversations with customers.
• Maintain understanding of retail banking products and services.
• Identify opportunities to strengthen relationships and cross-sell.
• Assist customers with loans and ensure packages are complete.
• Refer customers to other bank areas for additional solutions.
• Educate customers on using technology and banking tools.
• Apply product knowledge to resolve customer problems.
• Process deposits, withdrawals, and routine transactions accurately.

Skills

Needs-based sales

Customer service

Banking products

Job description

United Community is seeking a Universal Banker I in Florida 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 will combine service and sales skills to educate customers on banking tools and technology, ensure regulatory compliance, and help customers achieve their financial goals.