Universal Banker II - Loans & Financial Wellness (NMLS)

United Community Bank; Sarasota (FL); On-site; USD 34,000 - 49,000; Full time

Job summary

United Community Bank in Florida is seeking a Universal Banker II to deliver excellent experiences to customers and prospects, handling everyday transactions and supporting financial wellness through needs-based conversations.

This on-site role requires at least 1 year of banking and cash handling, plus an NMLS license and strong communication skills. Notary Public Certification is preferred; background checks will be conducted.

Qualifications

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

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.
• Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions.
• Identify opportunities and make referrals 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.
• Apply product and service knowledge to effectively solve customer problems.
• Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality.
• Ensure adherence to banking regulations and internal policies.

Skills

NMLS License

Cash handling

Lending experience

Interpersonal communication

Job description

United Community Bank in Florida is seeking a Universal Banker II to deliver excellent experiences to customers and prospects, handling everyday transactions and supporting financial wellness through needs-based conversations.

This on-site role requires at least 1 year of banking and cash handling, plus an NMLS license and strong communication skills. Notary Public Certification is preferred; background checks will be conducted.