- Acquire and deepen the branch customer base through a variety of proactive sales and service activities.
- Manage the customer experience by identifying opportunities to improve the customer's financial wellbeing.
- Drive proactive sales conversations through internal and outbound interactions with a defined sales process.
- Delivery a full conversation with every client interaction to identify appropriate solutions.
- Leverage ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
- Educate customers on options for managing financial transactions by leveraging technology, tools and resources.
- Apply product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
- Participate in branch daily operations, ensuring they are completed in an efficient and accurate manner.
- Open new accounts and performs maintenance on current accounts.
- Perform the teller function of receiving checks and cash for deposits to accounts.
- Oversee the teller function of cashing checks and processing withdrawals; pays out money after verification of signatures and customer balances.
- Handle counts, checks, and packages coin and currency.
- Assist customers with branch operations related tasks, including: account research, online banking, and debit cards.
- High school diploma or GED, as well as related experience or product knowledge to accomplish primary duties.
- Typically requires 5+ years of related experience in a banking or financial services client servicing role.
- Knowledge of and ability to provide products and services available through the retail banking branch.
- Demonstrates a variety of online tools and resources allowing clients to explore solutions to achieve their financial goals and financial well-being.
- Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
- Ability to build and use effective working relationships within own department and across functional departments.
- Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems.
- Plan, strategize and target the right industries.
- Knowledge of and ability to design and develop retail lending products and services, manage and evaluate operational processes and procedures and ensure compliance with local and company policies.
- Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals.
- Identify prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.
-
Universal Banker
2 weeks ago
Ameris Bank Atlanta, United StatesAmeris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner Universal Banker, Travel, Bank ...
-
Universal Banker
3 days ago
Ameris Atlanta, United States Part timeAmeris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve custo ...
-
Universal Banker
1 week ago
Ameris Bank Alpharetta, United StatesAmeris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner Universal Banker, Banker, Clie ...
-
Universal Banker
3 days ago
Renasant Alpharetta, United States· Universal Banker · Job ID · Job Locations · US-GA-Alpharetta · Overview · The Universal Banker operates in a seamless dual capacity to deliver an exceptional customer experience by seeking to understand the needs of the customer, and then providing a complete range of retail b ...
-
Universal Banker
2 weeks ago
Ameris Bank Ellenwood, United States Part timeAmeris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner Universal Banker, Travel, Part ...
-
Universal Banker I or II
1 week ago
Synovus Atlanta, United StatesJob Description · Job Summary · Entry-level banking role to build proficiency in both teller and banker functions. Operates as a multi-functional team member with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales ...
-
Universal Banker Trainee
1 week ago
Midland States Bank Clayton, United StatesAt Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term i ...
-
Universal Banker II
2 weeks ago
United Community Bank Stockbridge, United StatesUniversal Banker II Reports To: Varies. Direct Reports: N/ A - Salary Grade: 6 SUMMARY - As a Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. In addition to assisting with everyday transac Universal Banker, Banker, Tel ...
-
Universal Banker I
16 hours ago
MetroCity Bankshares, Inc. Norcross, United StatesTitle: Universal Banker · Reports to: Branch Manager · Overview · Provides services for branch customers such as teller transactions, opening new accounts, changing addresses, and handling customer inquiries as needed · Essential Duties · Promote and maintain positive relati ...
-
Universal Travel Banker
2 weeks ago
Synovus Norcross, United StatesJob Description · Job Summary · Serves as the front-line point of contact for retail branch customers executing activities required to meet sales and service needs of customers and branch goals and objectives. Operates as a multi-functional team member with the ability to proces ...
-
Universal Banker I
4 days ago
Metro City Bank Peachtree Corners, United StatesTitle: Universal Banker · Reports to: Branch Manager · Overview: · Provides services for branch customers such as teller transactions, opening new accounts, changing addresses, and handling customer inquiries as needed · Essential Duties:Promote and maintain positive relation ...
-
Universal Travel Banker
2 weeks ago
Synovus Financial Norcross, United States Full timeJob Description · Job Summary · Serves as the front-line point of contact for retail branch customers executing activities required to meet sales and service needs of customers and branch goals and objectives. Operates as a multi-functional team member with the ability to proce ...
-
Universal Banker I
17 hours ago
MetroCity Bankshares, Inc. Marietta, United StatesTitle: Universal Banker I · Reports to: Branch Manager · FLSA Code: Non-exempt · Pay Grade: 15 · Overview · Provides services for branch customers such as teller transactions, opening new accounts, changing addresses, and handling customer inquiries as needed · Essential Du ...
-
Universal Banker I
2 weeks ago
Metro City Bank Marietta, United StatesTitle: Universal Banker I · Reports to: Branch Manager · FLSA Code: Non-exempt · Pay Grade: 15 · Overview: · Provides services for branch customers such as teller transactions, opening new accounts, changing addresses, and handling customer inquiries as needed · Essential D ...
-
Full-time Universal Banker/Teller
2 weeks ago
First Mid Bank & Trust Clayton, United States Full timePosition: · Full-time Universal Banker/Teller · Location: · Clayton, MO · Job Id: · 3524 · # of Openings: · 1 · At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers ...
-
Investment Banking Associate, Capital Markets
2 weeks ago
Cascadia Capital Atlanta, United StatesCascadia Capital is an independent investment bank providing middle-market entrepreneurs, family-owned businesses, and private equity firms with mergers and acquisitions, capital raising, and strategic advisory services. For over 20 years, the firm has strived to deliver the best ...
-
Assistant Branch Manager
2 weeks ago
Ameris Bank Atlanta, United States** Assistant Branch Manager** · **Job Category****:** Branch Banking **Requisition Number****:** ASSIS02665 Showing 1 location **Job Details** · **Description** · Ameris Bank is a high-performing community bank providing an exceptional customer experience with well trained, em ...
-
Citizens Atlanta, United States· Citizens is seeking an experienced Investment Banking Associate to join our Financial Institutions Group (FIG) to support the team's senior professionals in industry-focused client advisory as well as originating and executing capital markets and M&A transactions. This positio ...
-
Teller Part Time Greenbriar Mall
1 week ago
Wells Fargo Atlanta, United States Part timeWhy Wells Fargo: · Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Compa ...
-
Chief Financial Officer
6 days ago
The Symicor Group Atlanta, United StatesWho We Are · The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former banke ...
Universal Banker - Atlanta, United States - Lewis James Professional
Description
Universal Banker
Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Universal Banker for a direct hire opportunity with a financial services client.
Responsibilities:
Qualifications:
For immediate consideration, please click Apply and use Job Code BHJOB11837_4045. You may also send a copy of your resume to: and enter only the following job code in the subject line: BHJOB11837_4045. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V
