Specialist III - Universal Banker (Creedmoor Branch)
$42,400–$67,800 year
On-siteRaleigh, North Carolina, United States
Job Summary
Conduct needs-based conversations to drive proactive sales through outbound calling, teller interactions, and appointment setting while acquiring new customers and deepening existing relationships. Deliver differentiated customer experiences by resolving deposit, credit, and product issues, and balance cash daily while performing complex branch operational duties. Maintain proficiency in digital channels including Zoom, Docu Sign, and Online Banking to educate clients, and partner with other lines of business to uncover lending and investment needs. Adhere to BSA/AML policies and manage risk through sound business judgment. Complete required training and adjust performance based on scorecard metrics to meet sales goals.
Required Qualifications
- Possess or be able to obtain an NMLS registration
- High school diploma or equivalent
- Minimum of 1 year experience in banking or financial services
- Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources
- Previous cash handling experience
- Teller experience
- Customer service experience
- Lending experience
- Excellent customer service skills
- Excellent oral and written communication skills
- Ability to exercise sound business judgment
- Proficient computer skills
- Ability to handle multiple tasks with attention to details
- Flexible, able to adapt to change
- Able to stand for extended periods of time and lift objects up to 30 pounds
Desired Qualifications
- Associate's degree
- Minimum of 1 year experience in banking or financial services
- Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources
- Previous cash handling experience
- Teller experience
- Lending experience
- Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking)
- Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting
- Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships
- Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals
- Promote the branch's overall growth through the development and retention of new and existing customers
- Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
- Uncover and provide solutions for lending needs
- Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services
- Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals
- Perform teller functions and cash transactions
- Balance cash each day
- Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits
- Perform complex branch operational duties as assigned
- Ensure that all required training is successfully completed
- Other duties as assigned
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