
Travel Universal Banker
- Loudon, TN
- Permanent
- Full-time
- This position requires up to 100% travel within designated market area
- Maintain extensive knowledge of retail bank products and services and look for opportunities to strengthen existing customer relationships and develop new relationships by understanding customers’ needs while considering perspectives and priorities of different customers
- Promote, explain, open and renew (where applicable) financial institution services such as consumer loans (excluding real-estate loans), IRAs, Certificates of Deposit, safe deposit boxes, etc.
- Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting
- Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions
- Perform transactions of a paying and receiving teller such as receive checks for deposit to accounts, verify amounts, examine checks for proper endorsement, cash checks and process withdrawals; Place holds on accounts for uncollected funds, daily balancing of cash drawer
- Educate customers on options for managing transactions using technology and all other tools and resources available
- Apply product and service knowledge to effectively solve customer problems
- Assist other staff in serving customers, answering telephones and performing other duties as necessary
- NMLS license
- Minimum 3 years of retail sales experience
- 1+ years of experience working in a financial institution
- Ability to work a flexible schedule and to accommodate travel to different branches as needed
- Knowledge of consumer credit structuring and lending practices
- Demonstrated analytical, accuracy and problem-solving skills
- Strong verbal and written interpersonal communication skills
- Experience with using and demonstrating digital products and self-service technologies
- Must be able to pass a background and credit check
- This is a full-time non-remote position
- Non-Exempt