Universal Banker

*This position is fully in office. NOT remote. *

Quest Financial is seeking qualified candidates for a UNIVERSAL BANKER for our client located in the Douglasville, GA area.

• This is a full-time position with FULL BENEFITS offered!
• Hours: Monday - Friday 8-5
• Pay: $40 - 45k per year depending on experience

The Universal Banker is responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, cross-selling, and up-selling opportunities. The position seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the banking center. The position demonstrates the Bank’s Approach and aligns with the Bank’s Mission, Vision, Purpose, Experience Expectations, and Values. Other duties as assigned.

Essential Functions, Duties, and Responsibilities:

· Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities

· Responsible for the financial growth of the banking center through establishing, expanding, and retaining high-value consumer and business client relationships

· Proactively communicates with current and prospective clients to educate, ensure understanding, resolve issues, develop, and maintain customer loyalty and solicit customer feedback to improve bank performance

· Applies need-based sales techniques and conducts customer financial profiles to attract, expand, and retain client relationships by identifying products and services

· Maintains knowledge of banking products and promotions

· Opens new accounts and services existing accounts

· Accountable for achievement of defined sales and service goals

· Responsible for making recommendations to supervisors concerning the budgetary needs of the branch and methods to improve the client’s experience

· Works to understand the root causes of customer service issues

· Identifies and implements resolutions for service issues involving supervisors on more complex issues

· Conducts onboarding activities for new clients

· May perform teller functions when needed

· Provide backup support to other branches as needed

· May provide assistance and training to other colleagues and serve as a mentor

· May perform all sales and service functions of the branch as needed

· Practices ethical sales behaviors in accordance with the Bank’s Core Values of Integrity and Honesty

· Always acts in the best interest of the customer when offering additional products and services

Required Knowledge, Skills and Competencies:

· Highly motivated team-player with ability to develop and maintain collaborative relationships

· Strong written and verbal communication skills

· Intermediate PC proficiency

· Intermediate proficiency in Google Docs and Microsoft Office products

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Job Type: Full-time

Pay: $40,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Day shift
• Monday to Friday

Work Location: One location

Salary : $40,000 - $45,000