Universal BankerUnited Bankshares • Cayce, SC, US
Universal Banker
United Bankshares • Cayce, SC, US
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]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 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 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% Relationship and account management Business Development Accountability Organization and Time Management Collaboration 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
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 :
Operational / Regulatory / Security Responsibilities :
Qualifications
Key Competencies
[job_alerts.create_a_job]
Universal Banker • Cayce, SC, US
[internal_linking.similar_jobs]
As Account Manager - State Farm Agent Team Member for Trey Webb - State Farm Agent, you are vital to our daily business operations and customers success.
You grow our agency through meaningful clien...[show_more]
Student Support Services / Speech and Language Pathologist.FAIRFIELD COUNTY SCHOOL DISTRICT.JOB TITLE : Speech Therapist (SLP-CCC).
Under general supervision, evaluates students regarding the applicati...[show_more]
Helena Agri-Enterprises, LLC is a leading full-service agronomic solutions provider that's been in business since 1957.Our first location was in West Helena, Arkansas hence the name "Helena".We now...[show_more]
Job Opportunity at Truist Financial Corporation.Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned...[show_more]
Have Fun, Make Friends and Eat Free.Flexible Hours and Weekly Pay!.Earn Bonus by Referring your Friends to Work with Us.Great Opportunities for Career Growth.
A Team that gives back to our local com...[show_more]
Position Description : Position Summary.The Credit Manager along with the Sales Manager are the second in charge at the individual branch location.
The Credit Manager performs a wide variety of job f...[show_more]
We provide Paid-Training - no prior medical experience required!.Joining The American Red Cross is like nothing else - it's as much something you feel as something you do.You become a vital part of...[show_more]
We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...[show_more]
Generate and distribute weekly / monthly invoices and efficiently process various forms of payments.Track account balances, identify overdue payments, and conduct proactive follow-up on late accounts...[show_more]
Responsible for the control and oversight of all plant financial activities for compliance with company policies and generally accepted accounting principles.
You will provide leadership and oversig...[show_more]
Columbia, SC - relocation assistance available.Bell & Associates has been engaged to help our client recruit their next Treasurer.
Our client is a family of industry-leading brands with a common...[show_more]
This position is responsible for planning, organizing, coordinating and controlling all branch operations.Additionally, this position will be accountable for delivering and maintaining high standar...[show_more]
At First Reliance Bank, our Universal Bankers establish and nurture relationships with our valued customers.We are community leaders because people trust us to handle their financial transactions w...[show_more]
Were looking for a reliable, flexible, and upbeat individual to join our team as a Full-Time Assistant to the CEO.This isnt your typical desk jobyoull be on the move daily, helping a high-energy CE...[show_more]
Dental Assistant – $18-$24 / hr | Full-Time | Blythewood, SC.Privately owned dental office in Blythewood, SC is seeking a.
Monday to Thursday, 8AM–5PM.Nitrous Oxide Monitoring Certificatio...[show_more]
Customs and Border Protection Officer (CBPO).A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.Customs an...[show_more]
Are you a people person? Be a First Citizens person.Join our branch team and make a difference.As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and serv...[show_more]
Entry-Level Event Marketer / Field Marketing Representative.Start Your Career from the Ground Up.We’re looking for an energetic, hands-on Event Marketer who’s ready to roll up their sle...[show_more]
Account Manager - State Farm Agent Team Member
Trey Webb - State Farm Agent • Blythewood, SC, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Speech
Fairfield County School District • Winnsboro, SC, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Business Unit Administrator
Helena Agri-Enterprises, LLC • Columbia, SC, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Universal Banker Irmo
South Carolina Staffing • Columbia, SC, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Dunkin' Crew Member
TBG Food Acquisition Corp • Blythewood, SC, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
CREDIT MANAGER
BB BHF STORES LLC • Columbia, SC, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Blood Collection Staff - Customer Service
American Red Cross • Columbia, SC, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Side Hustle Project Lead
Finance Buzz • Winnsboro, South Carolina, US
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]
Tuition Billing Partner
Otter Learning SC LLC • Columbia, SC, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Controller
Pure Power Technologies Inc • Blythewood, SC, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Treasurer $135-150k plus 15% bonus
Bell & Associates, Inc. • Columbia, SC, US
[job_card.permanent]
[last_updated.last_updated_1_day] • [promoted]
Branch Manager
MPW • Columbia, SC, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Universal Banker
First Reliance Bank • West Columbia, SC, USA
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_variable_hours] • [new]
Assistant to the CEO
Green Energy Biofuel LLC • Winnsboro, SC, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Dental Assistant
Blythewood Village Dentistry • Blythewood, SC, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
U.S. Customs and Border Protection Officer
U.S. Customs and Border Protection • Gaston, South Carolina, US
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]
Senior Sales & Service Representative (Universal Banker)
First Citizens Bank • Cayce, SC, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Field Marketing Representative
Joyce Windows, Sunrooms & Baths • Blythewood, SC, US
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]