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Universal Banker II
United Community Bank. Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retail banking products and services, with a strong focus on customer relationship management and problem-solving. Proficient in delivering financial solutions and ensuring compliance with banking regulations.
Highest-signal resume keywords
NMLS LicenseLending ExperienceCash HandlingCustomer Relationship ManagementAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retail Banking ProductsLoan ProductsTransaction ProcessingCross-SellingProblem Solving
Soft Skills
Interpersonal CommunicationCustomer Needs AssessmentAccuracy
Tools & Technologies
Banking TechnologyTransaction Management Tools
Certifications & Qualifications
NMLS LicenseNotary Public Certification
Industry Keywords
Banking RegulationsCustomer ServiceFinancial Solutions
About the role
Key responsibilities & impact- 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
What you’ll need- NMLS License required
- 1+ years of previous banking and cash handling
- 1+ years of lending experience
- Demonstrated analytical, accuracy, and problem-solving skills
- Strong verbal and written interpersonal communication skills
- Ability to uncover and provide solutions to meet customer needs
- Current Notary Public Certification preferred
- Must be able to pass a criminal background & credit check