Universal Banker - Piedmont Float

M&F Bank NC; Greensboro (NC); On-site; USD 35,000 - 55,000; Full time

Job summary

Ein innovatives Finanzinstitut sucht einen Universal Banker, der die perfekte Mischung aus Kundenservice und Verkaufsfähigkeiten bietet. In dieser spannenden Rolle unterstützen Sie zwei Filialen und sind verantwortlich für die Bearbeitung von Finanztransaktionen, die Eröffnung neuer Konten und das aktive Cross-Selling von Bankprodukten. Sie werden die Möglichkeit haben, Beziehungen zu Kunden aufzubauen und deren Bedürfnisse zu verstehen, während Sie gleichzeitig die Verkaufsziele der Filiale erreichen. Wenn Sie leidenschaftlich daran interessiert sind, erstklassigen Service zu bieten und Kunden bei ihren finanziellen Zielen zu unterstützen, ist dies die perfekte Gelegenheit für Sie.

Qualifications

• Erfahrung im Kundenservice und Verkauf in der Finanzbranche.
• Fähigkeit, Kundenbeziehungen aufzubauen und zu pflegen.

Responsibilities

• Eröffnung neuer Konten und Erklärung von Bankprodukten.
• Aktives Cross-Selling und Erreichen von Verkaufszielen.

Skills

Kundenservice

Verkaufskompetenz

Beziehungsmanagement

Finanztransaktionen

Education

Abschluss in Betriebswirtschaft oder verwandtem Bereich

Tools

Online-Banking-Systeme

ATM-Systeme

Job description

This position will support 2 Branches in Greensboro and Winston Salem.

As a Universal Banker at M&F Bank, you will experience the perfect blend of handling a client’s banking needs from sales to service. The Universal Banker processes and initiates various financial transactions for the bank customers and assists the Branch Manager in the development of new business through referrals in efforts to increase profitability within the designated market area. Provides high quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account openings. The associate must be enthusiastic about developing and maintain relationships with customers in order to achieve banking and individual sales goals and objectives. Encourage clients to use self-service banking solutions including ATMs, on-line, and mobile banking to enhance their service experience.

ESSENTIAL FUNCTIONS

• Provides a complete range of customer services at the financial institution, including: Opening new accounts, explaining available financial institution products and services, and gathering customer information to process new and existing accounts.
• Actively cross-sells and properly tracks products and services referred or sold to customer to meet individual and branch sales goals. This includes interviewing potential and existing customers to determine appropriate products and services which will meet their financial goals.
• Meet established monthly sales goals, customer contact strategy calls, and other business development needed.
• Process customer transactions; verify coin and currency within deposit, ensure endorsements on negotiable items, and issues receipts.
• Adhere to work schedule and work location as directed by management.
• Maintains knowledge of all internal security policies and procedures.
• Adheres to compliance issues
• Provide back up support to other branch staff as needed.