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United Community

Offers banking, wealth management, mortgages

Universal Banker 1

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeSanta Rosa Beach, FL, USA$32.1k - $45.2k /yrIn-person

About the Job

Requirements

  • At least 1 year of previous banking, cash-handling, or retail experience.
  • Demonstrated analytical, accuracy, and problem-solving skills.
  • Strong verbal and written interpersonal communication skills.
  • Must be able to pass a criminal background and credit check.

Responsibilities

  • 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 to cross-sell banking products and services to other areas of the bank.
  • Educate customers on options for managing transactions using technology and other available tools and resources.
  • Apply product and service knowledge to effectively solve customer problems.
  • Process deposits, withdrawals, and other routine transactions accurately and confidentially.
  • Ensure adherence to banking regulations and internal policies.

About the Company

United Community

Offers banking, wealth management, mortgages

United Community provides a range of financial services across the Southeast, including banking, wealth management, and mortgage services, through more than 200 locations in six states. It serves individuals and businesses with checking and savings, loans, investments, and home financing. The company works by offering in-person and digital banking options, guided by a local presence and customer service focus. It differentiates itself through strong customer satisfaction, consistently earning awards from JD Power, Forbes, Newsweek, and American Banker for trust, best banks to work for, and overall service quality. Its goal is to help people and communities improve their financial well-being by delivering reliable, community-focused financial care through accessible branches and a full suite of financial products.

Company size
1,001-5,000
Company stage
IPO
Headquarters
United States
Founded
1950

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