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Universal Banker II

Remote: 
Full Remote
Contract: 
Experience: 
Junior (1-2 years)
Work from: 
Georgia (USA), United States

Offer summary

Qualifications:

1+ years of banking or retail experience, NMLS License required, Strong analytical and problem-solving skills, Excellent verbal and written communication.

Key responsabilities:

  • Drive needs-based sales through customer interactions
  • Educate customers on bank products and technologies
  • Process routine transactions accurately and confidentially
  • Identify referral opportunities for bank services
  • Maintain compliance with banking regulations
United Community logo
United Community Banking Large https://www.ucbi.com
1001 - 5000 Employees
See more United Community offers

Job description

United Community is seeking a highly skilled Universal Banker II. As a Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. In addition to assisting with everyday transactions, you will support customers with their financial wellness by having needs-based conversations, identifying appropriate solutions. 

 

What You’ll Do:

  • 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, while considering their unique perspectives and priorities
  • 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

 

Requirements for Success:

  • 1+ years of previous banking, cash handling, or retails experience 
  • Demonstrated analytical, accuracy, and problem-solving skills
  • Strong verbal and written interpersonal communication skills
  • Ability to uncover and provide solutions to meet customer needs

Preferred Knowledge and Skills:

  • NMLS License required
  • Current Notary Public Certification preferred 

Conditions of Employment:

  • Must be able to pass a criminal background & credit check
  • This is a full-time, non-remote position

 

Ready to take your career to the next level? Apply now and become a vital part of our team!

 

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required profile

Experience

Level of experience: Junior (1-2 years)
Industry :
Banking
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Sales
  • Problem Solving
  • Analytical Skills
  • Customer Service
  • Verbal Communication Skills

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