Universal Banker (Atlanta, GA)
Lewis James Professional
Atlanta, Georgia, US
Permanent
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 :
- 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. Qualifications :
- 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.
For immediate consideration, please click Apply and use Job Code BHJOB11837 4045. You may also send a copy of your resume to : resumes@lewisjamesprofessional.
com 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
30+ days ago