Universal Banker II

Jobtailor; Stockbridge (GA); On-site; USD 35,000 - 55,000; Full time

Job summary

Jobtailor in Stockbridge, GA is seeking an on-site Retail Banking Associate to drive proactive needs-based conversations, deliver loan packages, and cross-sell banking products. The role emphasizes strong transaction accuracy, regulatory compliance, and building lasting customer relationships.

The position requires an NMLS license, 1+ year of lending and cash-handling experience, and excellent problem-solving and communication skills. Background and credit checks will be conducted.

Qualifications

• Requires NMLS license and notary certification.
• 1+ years banking and cash handling experience.
• 1+ years lending experience.
• Analytical, accurate, and problem-solving skills.
• Strong verbal and written interpersonal communication skills.
• Background and credit checks required.

Responsibilities

• Drive proactive needs-based sales conversations through service to sales, teller interactions, and appointment setting.
• Maintain comprehensive understanding of retail banking products and services.
• Enhance existing customer relationships by understanding and addressing customers’ needs.
• Deliver loan products while ensuring packages are correct and complete.
• Make referrals and cross-sell banking products and services.
• Educate customers on transaction-management technology and available 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

NMLS License

Lending Experience

Cash Handling

Customer Relationship Management

Analytical Skills

Education

Notary Public Certification

Tools

Transaction Management

Loan Delivery

Cross-Selling

Deposit Processing

Withdrawal Processing

Retail Banking Products

Job description

• Drive proactive needs-based sales conversations through service to sales, teller interactions, and appointment setting
• Maintain comprehensive understanding of retail banking products and services
• Enhance existing customer relationships and cultivate new ones by understanding and addressing customers’ needs
• Deliver loan products while ensuring packages are correct and complete
• Make referrals and cross-sell banking products and services
• Educate customers on transaction-management technology and available 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

• NMLS License required
• 1+ years of previous banking and cash handling
• 1+ years of lending experience
• Demonstrated analytical, accuracy, and problem-solving skills
• Strong verbal and written interpersonal communication skills
• Ability to uncover and provide solutions to meet customer needsCurrent Notary Public Certification preferred
• Must be able to pass a criminal background & 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 processing transactions and ensuring compliance with banking regulations.

Highest-signal resume keywords

• NMLS License
• Lending Experience
• Cash Handling
• Customer Relationship Management
• Analytical Skills

Hard Skills

• Retail Banking Products
• Transaction Management
• Loan Products Delivery
• Cross-Selling
• Deposit Processing
• Withdrawal Processing

Soft Skills

• Interpersonal Communication
• Problem-Solving
• Customer Needs Analysis

Certifications & Qualifications

• NMLS License
• Notary Public Certification

Industry Keywords

• Banking Regulations
• Customer Relationship Management
• Service to Sales
• Appointment Setting

Tools & Technologies

• Transaction-Management Technology