Universal Banker II - Banking & Lending Pro

United Community; Florida; On-site; USD 34,000 - 49,000; Full time

Job summary

United Community in Florida is seeking a Universal Banker II to deliver exceptional customer experiences while handling everyday transactions and guiding financial wellness through needs-based conversations.

You will assist customers with loans, cross-sell banking solutions, promote digital tools, and adhere to banking regulations. A minimum of 1 year in banking and cash handling is required, along with an active NMLS license.

Qualifications

• 1+ years of banking and cash handling
• 1+ years of lending experience
• NMLS License required
• Analytical, accuracy, and problem-solving skills
• Strong verbal and written interpersonal communication
• Ability to uncover and provide solutions to meet customer needs

Responsibilities

• Drive proactive needs-based sales conversations and appointment setting
• Maintain a comprehensive understanding of retail banking products and services
• Identify opportunities to deepen relationships and cross-sell banking products
• Deliver loan products with complete and accurate packages
• Process deposits, withdrawals, and routine transactions accurately
• Educate customers on using technology and available tools
• Ensure adherence to banking regulations and internal policies

Skills

Needs-based sales conversations

Interpersonal communication

Analytical skills

Problem-solving

Cash handling

NMLS License

Education

Notary Public Certification

Job description

United Community in Florida is seeking a Universal Banker II to deliver exceptional customer experiences while handling everyday transactions and guiding financial wellness through needs-based conversations.

You will assist customers with loans, cross-sell banking solutions, promote digital tools, and adhere to banking regulations. A minimum of 1 year in banking and cash handling is required, along with an active NMLS license.