Talent.com
No longer accepting applications
Universal Banker

Universal Banker

United BanksharesCharlotte, NC, US
11 days ago
Job type
  • Full-time
Job description

Universal Banker

The Universal Banker provides a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identify financial needs and recommend solutions. You will be responsible for assisting with branch operations, delivering a unique and memorable client experience, achieving sales goals and handling service requests. You will perform additional duties as assigned and must be able to work in a team environment that requires the ability to multi-task, pay great attention to detail, and a passion for customer service.

Responsibilities

Service Area Responsibilities :

  • Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly :
  • With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions.

Financial Sales Responsibilities

  • Responsible for keeping current and being knowledgeable of all Bank's products and services in order to communicate to new and existing clients.
  • Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services / products
  • Proactively contacts customers to present pre-approved offers for financial products / services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation.
  • Based on customer's needs, makes recommendations on services / products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources.
  • Communicate clearly and accurately to customer of financial products / services including benefits, requirements and any associated fees or costs associated with product / service.
  • Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products / services

    • Operational / Regulatory / Security Responsibilities :

  • Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area.
  • Comply with all department and company policies, procedures and overall security
  • Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior.
  • Work closely with other departments as necessary to troubleshoot and resolve customer situations.
  • Contributes to the responsibility of meeting monthly branch and / or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
  • Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations
  • May be responsible for branch opening / closing procedures
  • Contribute to the fulfillment of the Bank's objectives and goals by performing as a team member in allocating and coordinating the workflow

    • Qualifications

  • High school diploma or equivalent required, Bachelor's degree a plus
  • Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
  • Prior experience in handling and being accountable for money is required
  • Ability to successfully complete the Bank's in-house Training Program within a reasonable timeframe required
  • Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
  • Excellent verbal and written communications skills in Spanish or additional language a plus.
  • Ability to perform basic math calculations is required
  • Demonstrates ability to interact confidently with clients is essential
  • Ability to be initiative in self-directed learning of Bank's products / services in order to expand and become well versed with the products / services offered.
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft Office Products (Word, Excel) required
  • Understanding and working knowledge of appropriate core banking system is beneficial
  • Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
  • Demonstrated professionalism is required
  • Ability to travel within branch region of up to 15%

    • Key Competencies

  • Relationship and account management
  • Business Development
  • Accountability
  • Organization and Time Management
  • Collaboration

    • Essential Functions

  • Sitting and standing for extended periods of time.
  • Ability to reach over teller counter or desk area to receive customer transaction documents
  • Ability to lift and carry up to 20 lbs
  • Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
  • Ability to converse and exchange information with all levels of staff within organization.
  • Ability to observe, perceive, identify, and translate data
  • Ability to travel via automobile or public transportation
    • Create a job alert for this search

    Universal Banker • Charlotte, NC, US

    Related jobs
    • Promoted
    Driver - Cash out with Instant Pay

    Driver - Cash out with Instant Pay

    UberMooresville, NC, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show moreLast updated: 6 days ago
    • Promoted
    Quick Earnings : Earn At Least $1920 For Your First 151 Trips, Guaranteed.

    Quick Earnings : Earn At Least $1920 For Your First 151 Trips, Guaranteed.

    UberYork, NC, US
    Full-time +1
    Earn at least $1920 driving with Uber when you complete your first 151 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show moreLast updated: 6 days ago
    • Promoted
    Lead Cashier at Tryon Dollar Store, 10720 S. Tryon St

    Lead Cashier at Tryon Dollar Store, 10720 S. Tryon St

    Tryon Dollar Store, 10720 S. Tryon StCharlotte, NC, US
    Full-time
    Become a part of the Tryon Dollar Store Team!.In this role, you will be responsible for maintaining excellent customer service to our customers by managing sales transactions, loyalty membership, p...Show moreLast updated: 30+ days ago
    • Promoted
    Cashier

    Cashier

    Raydal HospitalityMatthews, NC, US
    Full-time
    Cashiers are an essential part of our restaurant.Our commitment to Fresh, Authentic and Bold (FAB) flavors and exceptional service starts with our cashiers! Quality and consistent dining experience...Show moreLast updated: 30+ days ago
    • Promoted
    Universal Banker

    Universal Banker

    First Horizon BankChina Grove, NC, US
    Full-time
    On site at location listed in job posting.Monday through Friday 9 : 00AM to 5 : 00PM.Provide quality, accurate and timely customer service involving daily processing of financial transactions and openi...Show moreLast updated: 7 days ago
    • Promoted
    Team Member

    Team Member

    4999 Panera Bread Mooresville Relo DTMooresville, NC, US
    Part-time
    Panera Bread is now hiring Restaurant Team Members!.At Panera, you will become part of a team where you will have the opportunity to connect with our amazing guests, impact the bakery-café&r...Show moreLast updated: 30+ days ago
    • Promoted
    Team Member

    Team Member

    2966 Panera Bread Statesville DTStatesville, NC, US
    Part-time
    Panera Bread is now hiring Restaurant Team Members!.At Panera, you will become part of a team where you will have the opportunity to connect with our amazing guests, impact the bakery-café&r...Show moreLast updated: 30+ days ago
    • Promoted
    CASHIER / TAKE-OUT

    CASHIER / TAKE-OUT

    Big View DinerCharlotte, NC, US
    Full-time
    POSITION : Hostess / Cashier / Take-out.The host position is usually the “face” of the restaurant and is a vital part of establishing a positive guest bond with new and returning guests....Show moreLast updated: 30+ days ago
    • Promoted
    Part Time Universal Banker - 20 Hours - Presbyterian Plaza

    Part Time Universal Banker - 20 Hours - Presbyterian Plaza

    TruistCharlotte, NC, US
    Full-time +1
    Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying a...Show moreLast updated: 2 days ago
    • Promoted
    Outside Sales Representative

    Outside Sales Representative

    ARC3 GASES IncGastonia, NC, US
    Full-time
    Arc3 Gases is a family-owned, independent distributor of industrial gases, welding supplies, safety products, and hardgoods used in metal fabrication industries. We prioritize family values and a fo...Show moreLast updated: 4 days ago
    • Promoted
    Earn At Least $1920 For Your First 151 Trips, Guaranteed.

    Earn At Least $1920 For Your First 151 Trips, Guaranteed.

    UberMc Connells, NC, US
    Full-time +1
    Earn at least $1920 driving with Uber when you complete your first 151 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show moreLast updated: 6 days ago
    • Promoted
    Service Champion

    Service Champion

    Taco BellHickory, NC, US
    Full-time
    Live Más with a career at.We’re looking for people who love serving customers, have experience in the restaurant industry and who want to be apart of the largest restaurant company in ...Show moreLast updated: 30+ days ago
    • Promoted
    Universal Banker - Rock Hill Main

    Universal Banker - Rock Hill Main

    Truist IncRock Hill, SC, United States
    Full-time +2
    The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea...Show moreLast updated: 7 days ago
    • Promoted
    Cashier Supervisor

    Cashier Supervisor

    K-1 Speed IncConcord, NC, US
    Full-time
    GENERAL PURPOSE OF JOB : To ensure that all cashiers and front end staff provide a fun, informative, efficient, and exciting racing environment for our customers. ESSENTIAL DUTIES AND RESPONSIBILITIE...Show moreLast updated: 30+ days ago
    • Promoted
    Bilingual Cashier - Store

    Bilingual Cashier - Store

    Cavender'sConcord, NC, US
    Full-time
    The Bilingual Cashier is to greet and thank every customer who enters and leaves the store.Cashiers must be proficient in all aspects of the Cavender’s Boot City cashiering system and knowled...Show moreLast updated: 30+ days ago
    • Promoted
    Universal Banker

    Universal Banker

    Self-HelpCharlotte, NC, United States
    Full-time
    Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create ...Show moreLast updated: 7 days ago
    • Promoted
    Drive with Uber for weekend cash

    Drive with Uber for weekend cash

    UberMc Connells, NC, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show moreLast updated: 6 days ago
    • Promoted
    Relationship Banker

    Relationship Banker

    First National Bank of PennsylvaniaStatesville, NC, United States
    Full-time
    Make a difference - for us and for your future.This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible f...Show moreLast updated: 30+ days ago