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First Reliance Bank
Universal Banker - Mt. Pleasant
Career Insights for Personal Banker
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Based on South Carolina 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.
$73,358 / year median in South Carolina
+0% projected growth
Job Description
Universal Banker - Mt. Pleasant First Reliance Bank - 3.8 Mount Pleasant, SC Job Details Full-time 8 hours ago Benefits Health savings account Health insurance Dental insurance 401(k) Paid time off Employee assistance program Vision insurance 401(k) matching Life insurance Qualifications Computer operation Customer communication Financial sales Financial services customer support Desktop applications Productivity software Full Job Description Universal Banker Job Summary At First Reliance Bank, our Universal Bankers establish and nurture relationships with our valued customers. We are community leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we're looking for a Universal Banker to join our Mt. Pleasant Office ! The ideal candidate will have experience with banking processes, money management, and customer service. Your contribution will reinforce our reputation as a trusted bank in the community.
Universal Banker Duties and Responsibilities:
Demonstrates superior sales techniques to uncover customer needs and match to the bank's products and services; sells a full range of consumer and business products/services such as deposit accounts, loans, credit cards, and safe deposit boxes to meet or exceed established sales goals to support overall sales objectives. Provides a variety of transactions for customers, including typical Consumer and Commercial transactions i.e., cashes checks and processes checking and savings account withdrawals and balancing duties, and other teller transactions, while seeking opportunities to develop customer relationships and identify sales opportunities; utilizes basic sales techniques to deepen existing customer/prospect relationships. Consistently markets a full range of consumer and small business banking services to existing and potential customers through proactive techniques such as lobby leadership, outbound telemarketing calls, marketing campaigns, or in banking center events. Effectively uses available resources for problem resolution, which may involve analysis of information received from Loan Processing, Deposit Operations, ATM, Reconcilement, Loss Management or Financial Intelligence Unit or other internal departments.Universal Banker Requirements and Qualifications:
Associates Degree or equivalent education and related training Two years of client sales and service experience (preferably in Banking). Cash-handling experience Excellent communication, customer service, and time-management skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Ability to pass a background check Strong dedication to accuracy and efficiencyBenefits
- Paid Time Off (PTO)
- 401(k) Plans
- Health and Wellness Programs
- Health Insurance