What are the responsibilities and job description for the Universal Banking Professional position at Unity Bank?
Job Overview
At Unity Bank, we're seeking a talented Universal Banking Professional to join our team. As a key member of our retail banking division, you'll be responsible for delivering exceptional customer service and sales experience to our clients.
Key Responsibilities:
• Develop and maintain a comprehensive understanding of our products and services to effectively meet client needs;
• Identify opportunities to cross-sell and expand existing relationships;
• Collaborate with colleagues to drive sales and service conversations through inbound and outbound interactions;
• Proactively engage in meaningful conversations with customers to seek a thorough understanding of their complete financial needs;
Essential Functions:
At Unity Bank, we're seeking a talented Universal Banking Professional to join our team. As a key member of our retail banking division, you'll be responsible for delivering exceptional customer service and sales experience to our clients.
Key Responsibilities:
• Develop and maintain a comprehensive understanding of our products and services to effectively meet client needs;
• Identify opportunities to cross-sell and expand existing relationships;
• Collaborate with colleagues to drive sales and service conversations through inbound and outbound interactions;
• Proactively engage in meaningful conversations with customers to seek a thorough understanding of their complete financial needs;
Essential Functions:
- Develop and execute strategies to deepen existing customer relationships;
- Stay up-to-date on market trends and competitor activity to inform sales and service initiatives;
- Drive proactive sales and service conversations through inbound and outbound interactions;
- Participate in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings;
- Maintain technical and professional knowledge by attending educational workshops and training;
