Universal Banker II
United Community · Davidson, NC · 1 wk ago
On-siteFinance$20/hrFull-time
About the role
As a Universal Banker II at United Community, you will deliver excellent experiences to customers and prospects. In addition to assisting with everyday transactions, you will support customers with their financial wellness by having needs-based conversations and 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 thoroughly understanding and addressing customers’ needs, while considering their unique perspectives 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 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
- 1+ years of previous banking and cash handling
- 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/Experience
- Current Notary Public Certification preferred
Conditions of Employment
- Must be able to pass a criminal background & credit check
Schedule
This is a full-time, non-remote position.
Pay
USD $20.00 - USD $24.50 /Hr.