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UC
United Community Bank
Universal Banker I - Part Time
Career Insights for Personal Banker
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Scorecard
Based on Florida data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$72,358 / year median in Florida
+8% projected growth
Job Description
Overview United Community is looking for a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. In this role, you will assist with everyday transactions and engage in needs-based conversations to identify solutions tailored to each customer. You'll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations. This position offers the opportunity to make a meaningful impact by helping customers achieve their financial goals. What You'll Do
- 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, while 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 For Success Required Skills/Experience/Education:
- 1+ years of previous banking, cash handling, or retail experience.
- Demonstrated analytical, accuracy, and problem-solving skills.
- Strong verbal and written interpersonal communication skills. Conditions of Employment
- Must be able to pass a background & credit check
- This is a part-time, non-remote position