Universal Banker; Marietta, GA

Universal Banker

We are seeking a Universal Banker for a direct hire opportunity with a financial services client.

• Responsible for deepening the branch customer base through a variety of proactive sales and service activities.
• Build relationships with customers through identifying opportunities to improve the customer’s financial wellbeing.
• Drive proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.
• Foster customer loyalty and grow customer share of wallet through a differentiated customer experience.
• Educate customers on options for managing financial transactions by leveraging technology, tools and resources.
• Understand banking products and procedures to identify, mitigate and solve customer problems effectively.
• Complete their part in branch daily operations, ensuring they are completed in an efficient and accurate manner.
• Deliver excellent customer service through listening to customers, anticipating their needs, and recommending financial services.
• Teller experience including receiving checks and cash for deposits, cashing checks and processing withdrawals, verifying amounts, examining checks for proper endorsement, and entering deposits into computer records.
• Execute branch functions such as wire transfer, Treasury Management and product agreements.

• High school diploma or GED, as well as related experience or product knowledge to accomplish primary duties.
• 5+ years of related experience in a banking or financial services client servicing role.
• Skilled in providing products and services through the retail banking branch.
• Effective communication of ideas, information, and needs through the customer.
• Foster effective working relationships within own department and across functional departments.
• Understanding of operational processes and procedures to ensure compliance with local and company policies.

Lewis James Professional is an Equal Opportunity Employer. M/F/D/V