Universal Banker

Responsibilities

• Service Area Responsibilities: Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly.
• Financial Sales Responsibilities: Keep current and knowledgeable of all Bank’s products and services to communicate to new and existing clients. Maintain customer information and schedule customer meetings for structured financial reviews.
• Operational/Regulatory/Security Responsibilities: Participate in daily operations, comply with policies, notify staff of potential risks, and contribute to meeting branch goals.

Qualifications

• High school diploma or equivalent required, Bachelor’s degree a plus.
• Minimum of three (3) years of professional level customer contact and service working experience or minimum of two (2) years in a Banking environment, preferably in a branch.
• Prior experience in handling and being accountable for money required.
• Ability to complete the Bank’s in-house Training Program within a reasonable timeframe required.
• Professional sales-oriented and relationship building demeanor.
• Excellent verbal and written communications skills in Spanish or additional language a plus.
• Basic math calculations required.
• Demonstrated ability to interact confidently with clients.
• Self-directed learning of Bank’s products/services to expand expertise.
• Proficiency in Microsoft Office Products (Word, Excel) required.
• Understanding and working knowledge of appropriate core banking system beneficial.
• Detail oriented, ability to multi-task and work independently and in a team environment essential.
• Demonstrated professionalism required.
• Ability to travel within branch region of up to 15%.

Key Competencies

• Relationship and account management
• Business Development
• Accountability
• Organization and Time Management
• Collaboration

Essential Functions

• Sitting and standing for extended periods of time.
• Ability to reach over teller counter or desk area to receive customer transaction documents.
• Ability to lift and carry up to 20 lbs.
• Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to observe, perceive, identify, and translate data.
• Ability to travel via automobile or public transportation.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.