Banking Solutions Advisor

2 weeks ago


Union, New Jersey, United States Unity Bank Full time
Universal Banker

Position Overview

The Universal Banker plays a vital role in delivering outstanding customer experiences while promoting the financial institution's offerings. This position requires a comprehensive understanding of the bank's services to effectively suggest solutions tailored to meet clients' financial objectives. Responsibilities include account management, transaction processing, and addressing customer inquiries.

Core Responsibilities

  • Utilize consultative selling techniques to identify and secure sales opportunities.
  • Engage with clients through meaningful discussions to assess their financial requirements and propose suitable products.
  • Act as a digital banking advocate, encouraging customers to utilize online banking services.
  • Initiate proactive sales dialogues and participate in promotional activities.
  • Enhance customer loyalty through effective sales and service strategies.
  • Contribute to branch events and team meetings.
  • Execute transactions accurately while providing exceptional customer support.
  • Stay informed about banking policies, procedures, and product offerings.
  • Adhere to regulatory standards and compliance requirements.

Qualifications

  • High School Diploma or equivalent required.
  • 3-5 years of experience in retail or customer service preferred.
  • Previous experience in cash handling or customer interaction is advantageous.
  • Excellent organizational and communication abilities.
  • Proficient in Microsoft Office applications.

Physical Demands

  • Ability to remain seated for extended periods.
  • Capable of using hands for transactions and paperwork.
  • Ability to read computer screens and operate office equipment.

Work Environment

  • Office setting with moderate noise levels.

Compliance Standards

  • Must comply with all bank policies and procedures.

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