Universal Banker

2 months ago

Deerfield Beach, Florida, United States Disability Solutions Full time
Job Title: Universal Banker

We are seeking a highly motivated and customer-focused Universal Banker to join our team at Disability Solutions. As a Universal Banker, you will be responsible for providing exceptional customer service and sales support to our clients.

About the Role

This is a full-time career opportunity based out of our financial center in Rosenhayn, NJ. You will be working in a fast-paced environment, interacting with customers, and providing them with a one-stop experience to fulfill all their financial needs.

Key Responsibilities
  • Drive proactive sales conversations through internal and outbound interactions, including outbound calling, inbound contact center calls, appointment setting, and effective lobby engagement.
  • Utilize the CRM system and other resources to foster relationship-building conversations with customers and ensure a consistent approach to new customer onboarding and expanding existing relationships.
  • Identify consumer and small business lending opportunities and partner with centralized lending group to ensure successful customer outcomes.
  • Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits.
  • Provide ongoing support to customers regarding products and services, perform customer maintenance requests, process teller transactions accurately, assist with operational activities and responsibilities, and maintain flexibility between performing sales and teller transactions.
Requirements
  • High School Diploma or equivalent.
  • 2 or more years of customer service or sales experience.
What We Offer

We offer a comprehensive benefits package, including medical plans, flexible spending account or health savings account, dental and vision insurance, life insurance, 401(k) program with employer match, and paid time off programs. We also offer a robust wellness program with financial incentives.

Why Join Us

At Disability Solutions, we are committed to providing equal employment opportunity for all qualified persons. We are an equal opportunity employer and welcome applications from diverse candidates. We are a company that values diversity, equity, and inclusion, and we strive to create a workplace that is welcoming and inclusive for all employees.

  • Universal Banker I

    4 weeks ago

    Panama City Beach, United States United Community Bank Full time

    Universal Banker I Reports To: Varies. Direct Reports: N/ A - Salary Grade: 5 Universal Banker I United Community is seeking a highly skilled Universal Banker I at our Panama City, FL location. As a Universal Banker, you will have the opportunity to Universal Banker, Banker, Training

  • Universal Banker I

    4 weeks ago

    Santa Rosa Beach, United States United Community Bank Full time

    Universal Banker I Reports To: Varies. Direct Reports: N/ A - Salary Grade: 5 Universal Banker I United Community is seeking a highly skilled Universal Banker I at our Santa Rosa Beach, FL location. As a Universal Banker, you will have the opportunit Universal Banker, Banker, Training

  • Universal Banker

    2 weeks ago

    Delray Beach, United States First Horizon Bank Full time

    Location: On site at location listed in job posting.  A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center.  You'll process transactions, handle accounts, and seek sales opportunities. You will be trained to educate clients on our products, services, and benefits....

  • Universal Banker

    2 weeks ago

    Delray Beach, United States First Horizon National Corporation Full time

    Location: On site at location listed in job posting. A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center. You'll process transactions, handle accounts, and seek sales opportunities. You will be trained to educate clients on our products, services, and benefits. This...

  • Universal Banker

    2 weeks ago

    Delray Beach, United States First Horizon Bank Full time

    Job DescriptionLocation: On site at location listed in job posting. A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center.  You'll process transactions, handle accounts, and seek sales opportunities. You will be trained to educate clients on our products,...

  • Universal Banker I

    6 months ago

    Santa Rosa Beach, United States United Community Bank Full time

    SUMMARY As a Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. In addition to assisting with everyday transactions, you will have the opportunity to help with customer resolution and financial wellness by having needs based conversations and identifying appropriate solutions. EDUCATION AND...

  • Relationship Specialist

    6 days ago

    virginia beach, United States Chartway Credit Union Full time

    Job Title: Relationship Specialist (Universal Banker) Job Type: Full-timeLocation: Virginia Beach, VirginiaAll of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team members are empowered to...

  • Relationship Specialist

    5 days ago

    virginia beach, United States Chartway Credit Union Full time

    Job Title: Relationship Specialist (Universal Banker) Job Type: Full-timeLocation: Virginia Beach, VirginiaAll of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team members are empowered to...

  • Relationship Specialist

    6 days ago

    Virginia Beach, United States Chartway Credit Union Full time

    Job Title: Relationship Specialist (Universal Banker) Job Type: Full-timeLocation: Virginia Beach, VirginiaAll of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team members are empowered to...

  • Universal Banker

    2 months ago

    Virginia Beach, United States Disability Solutions Full time

    Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...

  • Relationship Banker

    2 weeks ago

    West Palm Beach, United States First Horizon Bank Full time

    Location: On site at location listed in job posting  If you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to help them...

  • Relationship Banker

    3 weeks ago

    West Palm Beach, United States First Horizon National Corporation Full time

    Location: On site at location listed in job postingIf you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to help them achieve...

  • Relationship Banker

    2 weeks ago

    West Palm Beach, United States First Horizon Bank Full time

    Job DescriptionLocation: On site at location listed in job posting If you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to...

  • Mortgage Banker/Mortgage Loan Officer

    4 days ago

    Huntington Beach, United States Summit Lending Full time

    Description We are seeking the right people to join our team as experienced, service-focused, and detail-oriented mortgage loan officers. At Summit Home Lending, we don't just talk about our core values - we live them every day. Our team culture is built on integrity, constant improvement, and creating a supportive environment where obstacles are removed so...

  • Business Services Executive

    4 weeks ago

    Panama City Beach, United States First Commerce Credit Union Full time

    Business Services ExecutivePosition Overview: First Commerce Credit Union is looking for a Business Service Executive. A person who is exceptionally motivated and a networker of influence to turn business & sales leads into long lasting member service relationships. In this role, you will spend most of your time outside the financial center as a...