Universal Banker I
United Community · Ponte Vedra Beach, FL · 4 days ago
On-siteFinance$32k/yrFull-time
United Community is seeking a highly skilled Universal Banker II. As a Universal Banker, you will deliver excellent experiences to customers and prospects. In addition to assisting with everyday transactions, you will support customers with their financial wellness through needs-based conversations and by identifying appropriate solutions.
Responsibilities
- Drive proactive needs-based sales conversations through interactions, including service-to-sales, teller interactions, and appointment setting (NMLS License required).
- Maintain a comprehensive understanding of retail banking products and services.
- Identify opportunities to enhance existing customer relationships and cultivate new ones by addressing customers’ needs and priorities.
- Assist customers financially by delivering loan products, ensuring packages are correct and complete to minimize exceptions.
- Identify opportunities and make referrals to cross-sell banking products and services to other areas of the bank.
- Educate customers on options for managing transactions using technology and 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
- 1+ years of previous banking and cash handling experience.
- 1+ years of lending experience.
- NMLS License required.
- 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 Skills
- Current Notary Public Certification.
Conditions of Employment
- Must pass a criminal background and credit check.
- This is a full-time, non-remote position.
- FLSA Status: Non-Exempt.
Pay
USD $32,146.00 - USD $45,185.00 /Yr.