Universal Banker II

United Community Bank

Posted 2 months ago

Full Time

Lake Mary, Florida

In Person

Smart Summary

Responsibilities

The Universal Banker II will deliver excellent customer experiences by assisting with transactions and identifying financial wellness solutions. They are responsible for driving proactive sales conversations, processing routine banking transactions, and managing loan product applications.

Qualifications

You have at least one year of banking and cash handling experience, along with one year of lending experience. You are required to hold an NMLS License and possess strong analytical, accuracy, and problem-solving skills, along with excellent verbal and written communication abilities.

Must Have Skills for ATS

NMLS License

cash handling

lending

loan products

banking regulations

Job Description

Overview

United Community is seeking a highly skilled Universal Banker II. As a Universal Banker, you will have the opportunity to 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, identifying appropriate solutions. 

What You’ll Do

  • NMLS License required
  • 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 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

  • 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
  • This is a full-time, non-remote position

FLSA Status

  • Non-Exempt

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Pay Range

USD $34,102.00 - USD $49,302.00 /Yr.

United Community Bank

Since 1950, United Community has been driven to provide best-in-class service as we work to improve the financial well-being of the people and communities we serve. As a top 100 U.S. financial institution, we offer comprehensive banking, wealth management, and mortgage services, serving clients across the Southeast with more than 200 locations throughout Alabama, Georgia, North Carolina, South Carolina, Tennessee, and Florida. Our commitment to service has earned us numerous accolades, including ten J.D. Power awards for #1 in customer satisfaction in the Southeast, and consistent recognition from Forbes, including multiple appearances on their lists of World's Best Banks and America's Best Banks. We were also recognized by Newsweek as one of America's Most Trusted Companies and are a multi-year recipient of American Banker's "Best Banks to Work For" award. We are an Equal Housing Lender and Member FDIC. For a better banking experience, visit your local United Community branch today. For more information about our products and services, please visit ucbi.com.
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