What are the responsibilities and job description for the Travel Universal Banker position at UNITED COMMUNITY BANK?
Travel Universal Banker
United Community Bank is looking for a full time Travel Universal Banker. As a Travel Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. This position is cross trained to provide service for both the teller and platform responsibilities at our branch locations. In addition to assisting with everyday transactions, you will have the opportunity to help with customer resolution and financial wellness by having needs based conversations and identifying appropriate solutions.
The Traveling Universal Banker role is responsible for traveling daily to branches within a specific market area.
What Will You Do As a Travel Universal Banker?
- Maintain extensive knowledge of retail bank products and services and look for opportunities to strengthen existing customer relationships and develop new relationships by understanding customers’ needs while considering perspectives and priorities of different customers
- Promote, explain, open and renew (where applicable) financial institution services such as consumer loans (excluding real-estate loans), IRAs, Certificates of Deposit, safe deposit boxes, etc.
- Drive proactive needs based sales conversations through interactions, including service to sales, teller interactions and appointment setting
- Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions
- Perform transactions of a paying and receiving teller such as receive checks for deposit to accounts, verify amounts, examine checks for proper endorsement, cash checks and process withdrawals; Place holds on accounts for uncollected funds, daily balancing of cash drawer
- 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
- Assist other staff in serving customers, answering telephones and performing other duties as necessary
Requirements to be a successful as a Universal Banker II
- NMLS license
- Minimum 3 years of retail sales experience
- 1 years of experience working in a financial institution
- Ability to work a flexible schedule and to accommodate travel to different branches as needed
- Knowledge of consumer credit structuring and lending practices
- Demonstrated analytical, accuracy and problem-solving skills
- Strong verbal and written interpersonal communication skills
- Experience with using and demonstrating digital products and self-service technologies
Preferred Knowledge and Skills
- Current Notary Public Certification preferred
Conditions of Employment:
- Must be able to pass a criminal background and credit check
- This is a full-time, non-remote position
Travel
This position requires up to 100% travel within designated market area.
Other
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.
