Universal Banker (Atlanta, GA)

Lewis James Professional

                                                                                                                                           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