Universal Banker

Join a well established growing Community Bank who just opened a new location in the Alpharetta, GA area. We are seeking an experienced Universal Banker to be apart of the team.

JOB FUNCTION / SUMMARY:

A Universal Banker acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs and tailor product solutions to meet the client’s overall financial needs. This activity may be in the financial center, out-bound calling, visiting businesses or conducting educational seminars.
• Proactively educates clients on alternate delivery methods and channels that make client’s lives easier by providing self-service options, including emerging technology and digital solutions like mobile, online and ATM options, to access their accounts 24 hours a day/7 days a week.
• Refers clients to other business partners to provide clients with experts who can assist them with their specialized financial needs.
• Assists in the responsibility of managing the lobby by actively engaging, greeting and directing client lobby traffic.
• Will be asked to perform the duties of the role based upon the needs of the branch.
• Supports the Bank's strong risk management culture through awareness, knowledge and sound decision making.
• Ensures operational and financial safety and soundness. Maintain awareness of the environment, the situation, and the client. Leverages Lobby Management as a tool for managing client interactions and risk.

QUALIFICATIONS:

• High School Diploma or general education degree (GED) is required
• 4 years of retail banking experience sales and client service experience
• Advanced knowledge of applicable banking products and regulations
• Proficiency in operating and navigating multiple banking systems and applications, and utilizing search tools to find information

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Excellent communication skills – in person and over the phone – with proven ability to tailor features and benefits of products/services to clients with differing needs.
• Ability to learn products, services, and procedures quickly and accurately.
• Comfortable educating others on technology.
• Professional, thorough, and organized with strong follow-up skills.
• Performs well in a team environment and proactively collaborates with others to serve clients.
• Ability to understand and follow policies, procedures, and regulatory requirements.
• Ability to work Financial Center hours, including weekends, and some evenings.
• Ability to travel if required to perform the essential job functions.
• Ability to work under stress and meet deadlines.
• Ability to operate related equipment to perform the essential job functions.
• Ability to read and interpret a document if required to perform the essential job functions.
• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.