Universal Banker

Responsibilities

• Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly.
• Process all branch related transactions with a high level of accuracy, efficiency and professionalism.
• Keep current and knowledgeable of all Bank’s products and services to communicate to new and existing clients.
• Maintain customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products.
• Proactively contact customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedule customer meetings to conduct a structured financial review to obtain understanding of their financial situation.
• Based on customer’s needs, make recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tools and resources.
• Communicate clearly and accurately to customers of financial products/services including benefits, requirements and any associated fees or costs associated with product/service.
• Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services.
• Participate in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area.
• Comply with all department and company policies, procedures and overall security.
• Notify appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior.
• Work closely with other departments as necessary to troubleshoot and resolve customer situations.
• Contribute to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans.
• Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations.
• May be responsible for branch opening/closing procedures.
• Contribute to the fulfillment of the Bank’s objectives and goals by performing as a team member in allocating and coordinating the workflow.

Qualifications

• High school diploma or equivalent required, Bachelor’s degree a plus.
• Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required.
• Prior experience in handling and being accountable for money is required.
• Ability to successfully complete the Bank’s in-house Training Program within a reasonable timeframe required.
• Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor.
• Excellent verbal and written communications skills in Spanish or additional language a plus.
• Ability to perform basic math calculations is required.
• Demonstrates ability to interact confidently with clients is essential.
• Ability to be initiative in self-directed learning of Bank’s products/services in order to expand and become well versed with the products/services offered.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Products (Word, Excel) required.
• Understanding and working knowledge of appropriate core banking system is beneficial.
• Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
• Demonstrated professionalism is 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

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.

About the Role

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.

Benefits

Click here to view the benefits for this position.

Schedule

Details on the schedule will be provided upon hire.

Pay

Details on the pay will be provided upon hire.

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.