Universal Banker II

About the role

A Universal Banker II delivers 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.
• 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.
• 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 $34,102.00 - USD $49,382.00 per year.