Careers at United Bank

Sales Associate (Smithfield, PA, US, 15478)

Job Description

JOB SUMMARY:
The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services and must have the ability and desire to interact in a team environment and be willing to contribute to team goals.

RESPONSIBILITIES:

•   Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer.
•   Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limits.
•   Adhere to cash differences/controllable losses policy.
•   Identify customers, by understanding and obtaining proper documentation of identification, obtains and/or verifies endorsements/payees, cash and checks/withdrawals/transfers and obtains supervisor approval for authorization at bank-established cash limits, including the determination of the availability of sufficient funds, exclusion of stop payments and holds.
•   Comply with all department and company policies, procedures, and overall security.
•   Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures.
•   Contribute to the responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans.
•   Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards.
•   Promote and maintain positive relationships with all internal and external customers.
•   Responsible for keeping current and being knowledgeable in order to communicate the Bank’s products and services to clients.
•   As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours.

Qualifications

SKILLS/QUALIFICATIONS:

•   High school diploma or equivalent.
•   Successful completion of the Bank’s in-house Sales Associate Training Program.
•   Previous customer service contact experience is highly desired.
•   Ability to demonstrate a sales-oriented professional demeanor.
•   Excellent communication skills required; Verbal and written communications skills in Spanish or additional language a plus.
•   Experience in handling money preferred.
•   Proficiency in Microsoft Office Products (Word, Excel) required.
•   Understanding and working knowledge of appropriate core banking system is a plus.
•   Detailed oriented.
•   Professionalism and confidentiality are essential.
•   Flexibility on work schedule as business needs arise.

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Dependability (Attendance & Punctuality)
•   Task Management

Essential Functions:
•   Sitting and standing for extended periods of time.
•   Ability to operate a computer keyboard, mouse, and other computer components.
•   Ability to reach over teller counter or desk area to receive customer transaction documents.
Ability to lift and carry up to twenty pounds.
•   Ability to converse and exchange information with all levels of staff within organization.
•   Ability to observe, perceive, identify, and translate data.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

Sales Associate (New Bern, NC, US, 28560)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Dependability (Attendance & Punctuality)
•   Task Management

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Community Mortgage Loan Officer (Kennesaw, GA, US, 30144)

Job Description

JOB SUMMARY:

The Mortgage Loan Originator (“MLO”) originates residential mortgage loans in the secondary market, thereby providing a broader array of mortgage loans products to our customers and enhancing the bank’s fee-based income. The MLO is to develop referral relationships with realtors, builders, bankers, and other strategic partners for the purpose of generating residential mortgages through ongoing sales efforts, including Bank’s Affordable Housing Loan Program.

RESPONSIBILITIES:

•   Meet with customer or prospective customer to identify client needs and to sell mortgage loan programs.
•   Interview applicants and requests specified information for loan applications such as credit history, income, assets, investments, debt, and other necessary documentation such as information about the property.
•   Analyze information provided by the customer and identifies customer needs and recommends the appropriate Bank product offerings and options.
•   Advise customers on the risks and benefits of an assortment of mortgage loan options to achieve the mortgage loan that is most appropriate based on their individual financial situation while helping them achieve their financial goals.
•   Communicate with or interviews applicants or creditors to resolve questions regarding application information.
•   Remain primary contact with borrower during application to closing process to obtain documentation necessary to facilitate the mortgage loan process.
•   Analyze potential loan markets to develop prospects for loans.
•   Develop new business from multiple sources while retaining existing business.
•   Develop and maintain working relationships with realtors, builders and other strategic referral partners.
•   Responsible for knowing underwriting guidelines and scenarios for conventions, FHA/VA, and subprime mortgages and staying up-to-date on market conditions.
•   Cross sell other Bank products to clients as the opportunity arises.
•   Maintains thorough knowledge of pricing and underwriting requirements. Must be able to disclose and discuss parameters of various programs including pricing, interest rates, and fees associated with each loan program.
•   Submits complete loan packages for processing and final underwriting approval.
•   Maintains the ability to pre-qualify clients at initial meeting.
•   Works to coordinate efforts to increase loan production.
•   Based on the location within a market, may be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures.

Qualifications

SKILLS/QUALIFICATIONS:

•   Bachelor’s degree or three (3) years of direct related experience or equivalent combination of education and experience required.
•   Proficiency in Microsoft Office Products
•   Must have working knowledge of underwriting guidelines and other related regulations
•   Strong sales environment demeanor
•   Account Management and customer service focused
•   Strong attention to detail and ability to multi-task
• Excellent verbal and written communications skills in Spanish or additional language a plus.
•   Ability to identify potential banking opportunities and comfortable work with prospective clients
•   Demonstrated strong public speaking ability
•   Knowledgeable in automated underwriting engines and capable of reviewing findings with a clear understanding of terms of approval
•   Ability to obtain strong product knowledge
•   Ability to travel frequently off-site of work location for client meetings or business development functions and opportunities as needed.
•   Ability to work flexible hours to meet the client and business development requirements
•   Ability to possess a NMLS license or obtain NMLS license within a reasonable timeframe
•   Ability to complete ongoing NMLS training and ensure SAFE Act compliance as required

KEY COMPETENCIES:

•   Ethical
•   Interpersonal skills
•   Professional relationship building and client management skills
•   Sales driven

Essential Functions:
•   Sitting or standing for extended periods of time.
• Ability to efficiently operate a computer keyboard, mouse and other computer components.
•   Ability to converse and exchange information with all levels of staff within organization.
•   Ability to observe, perceive, identify, and translate data
•   Ability to travel via air, rail, automobile and/or bus.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United’s Mission, Values and Culture can be found here.

Portfolio Manager (Peachtree Corners, GA, US, 30092)

Job Description

JOB SUMMARY:
The Portfolio Manager takes primary responsibility for the underwriting process, portfolio administration and credit quality of assigned portfolio partnering with lenders and other stakeholders both within the Bank and externally.

RESPONSIBILITIES:
•   Support the commercial lending process through underwriting, policy knowledge, credit structuring, and risk assessment in credit request packages for assigned portfolio. Ensure packages are complete, accurate and properly documented.
•   Working directly with commercial lenders, treasury management and other team members to effectively grow fees, deposits, and portfolio revenue by presenting financial solutions to customers.
•   Responsible for full cycle of loan request process; From conducting preliminary evaluation, to entering and maintaining client information in commercial database, to providing full financial and market analysis and preparing a recommended term sheet.
•   Contribute to the Market’s success in meeting/exceeding volume and production goals; Accompanies lenders during sales calls to assist with account details, relationship building, and product recommendations.
•   Primary liaison with internal and external stakeholders to include various Bank departments, customers, attorneys, and commercial lenders/leadership.
•   Identify and recommend changes or enhancements to the Bank’s lending policies and procedures, to better serve community and current market needs.
•   Collaborate with lenders to identify areas of concerns pertaining to a loan and in the management of maturing loans.
•   Responsible for overseeing renewals, document tickler and covenant tracking of loans.
•   Monitor loan documentation and financial statement exception reports and follow-up to clear up document exceptions in a timely manner.
•   Troubleshoot, report and manage activity on delinquent accounts at the various intervals.
•   Generate and provide requested reports as necessary on Team’s loan portfolio.
•   Participate in team sales call and attend external events and market activities in a business development role.

Qualifications

SKILLS/QUALIFICATIONS:
•   Bachelor’s degree in business, finance or related field or equivalent experience required.
•   Minimum of three (3) years of experience working in Financial Services required; Exposure to Commercial Banking highly desired.
•   Prior working experience with loan underwriting and credit training is required.
•   Ability to successfully complete system training within 90 days of hire.
•   Ability to analyze financial and project statement, corporate and personal tax returns.
•   Understanding of basic loan structure processes and regulations associated with lending
•   Strong understanding of loan documentation criteria.
•   Knowledge of United’s services, products, policies and procedures is a plus.
•   Excellent verbal and written communications skills in Spanish or additional language a plus.
•   Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint)
•   Excellent interpersonal, customer relations and sales skills.
•   Ability to demonstrate being a self-starter, well-organized, detail oriented.
•   Ability to work well independently and in a fast-paced environment.
•   Travel within the local market may be required.

KEY COMPETENCIES:

•   Relationship Management
•   Appetite for Continuous Learning
•   Self-Motivated
•   Professionalism

Essential Functions:
•   Sitting for extended periods of time.
•   Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
•   Ability to converse and exchange information with all levels of staff within organization.
•   Ability to observe, perceive, identify, and translate data

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Universal Banker (Lake Wylie, SC, US, 29710)

Job Description

The Universal Banker provide a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identity financial needs and recommend solutions. You will be responsible for assisting with branch operations, delivering a unique and memorable client experience, achieving sales goals and handling service requests. You will perform additional duties as assigned and must be able to work in a team environment that requires the ability to multi-task, pay great attention to detail, and a passion for customer service.

RESPONSIBILITIES:

Service Area Responsibilities:

Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly:
With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions.

Financial Sales Responsibilities

Responsible for keeping current and being knowledgeable of all Bank’s products and services in order to communicate to new and existing clients.
Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products
Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation.
Based on customer’s needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources.
Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service.
Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services

Operational/Regulatory/Security Responsibilities:

Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area.
Comply with all department and company policies, procedures and overall security
Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior.
Work closely with other departments as necessary to troubleshoot and resolve customer situations.
Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations
May be responsible for branch opening/closing procedures
Contribute to the fulfillment of the Bank’s objectives and goals by performing as a team member in allocating and coordinating the workflow

Qualifications

High school diploma or equivalent required, Bachelor’s degree a plus
Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
Prior experience in handling and being accountable for money is required
Ability to successfully complete the Bank’s in-house Training Program within a reasonable timeframe required
Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
Excellent verbal and written communications skills in Spanish or additional language a plus.
Ability to perform basic math calculations is required
Demonstrates ability to interact confidently with clients is essential
Ability to be initiative in self-directed learning of Bank’s products/services in order to expand and become well versed with the products/services offered.
Excellent written and verbal communication skills
Proficiency in Microsoft Office Products (Word, Excel) required
Understanding and working knowledge of appropriate core banking system is beneficial
Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
Demonstrated professionalism is required
Ability to travel within branch region of up to 15%

KEY COMPETENCIES:

Relationship and account management
Business Development
Accountability
Organization and Time Management
Collaboration

Essential Functions:

Sitting and standing for extended periods of time.
Ability to reach over teller counter or desk area to receive customer transaction documents
Ability to lift and carry up to 20 lbs
Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via automobile or public transportation

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Commercial Banker (Greer, SC, US, 29650)

Job Description

JOB SUMMARY:
The Commercial Banker’s primary responsibility is to obtain, promote, and manage a portfolio of existing and new loan customers including cross-selling new loans, products and services while ensuring compliance with the Bank’s lending policies and procedures. A Commercial Banker's main focus is on loan amounts $1 million and up.

RESPONSIBILITIES:
•   Analyze loan markets to develop new prospects and build a strong portfolio of commercial customers.
•   Maintain positive, professional relationships with customers and continue communication for growth of portfolio.
•   Production focused to build a book of business.
•   Analyze applicant’s financial status, credit, and property evaluation to determine feasibility of loan request.
•   Compiles loan documentation and facilitates loan structure with applicant and ensures the commitment letters are prepared and delivered.
•   Has full understanding of commercial real estate appraisals and is able to review and evaluate appropriately.
•   Actively participates in the Community by attending events and being active in organizations to promote the Bank’s business products and services and build relationships.
•   Ensures loan closing and funding activities occur timely.
•   Identify complex situations, review related information to evaluate and develop an acceptable solution.
•   Stays informed and current on lending practices and communicates as necessary on updates needed to the Bank’s policies to remain working within the bank’s policy guidelines.
•   Maintains knowledge of compliance requirements for banking. Handles all customer interactions and file records in compliance with federal and state regulations.
•   Maintains product knowledge for establishing full banking relationships with commercial customers.
•   Other duties and projects as assigned.

Qualifications

SKILLS/QUALIFICATIONS:

•   Bachelor’s degree required, preferably in business, finance or another related field
•   Minimum of four (4) years of related experience in Commercial Banking is required.
•   Formal credit analysis training and working experience in applying is required
•   Proficiency in Microsoft Office Products is required
•   Ability to organize and analyze complex financial data is required
•   Knowledge and understanding of all federal and state regulations regarding lending and related departments and ability to stay current is required
•   Excellent analytical and mathematical skills and ability to make a credit decision is required
•   Excellent verbal and written communication skills is required
•   Demonstrated high level of professionalism and maturity is required
•   Ability to work off normal work schedule to meet customer needs as well as attend community functions and events for business development is required
•   Minimal travel within assigned market is required

KEY COMPETENCIES:

•   Relationship Building
•   Sales Driven
•   Self-Motivated
•   High Business Acumen

Essential Functions:
•   Sitting or standing for extended periods of time.
•   Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
•   Ability to converse and exchange information with all levels of staff within organization.
•   Ability to observe, perceive, identify, and translate data
•   Ability to travel via air, rail, automobile and/or bus.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Financial Advisor (Cayce, SC, US, 29033)

Job Description

The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business development emphasis on making incremental sales and offer ongoing financial solutions to potential new clients and existing United Brokerage customers

RESPONSIBILITIES:

Interface with/train branch employees in an effort to develop a referral pipeline of qualified prospects to ensure bank and employee referral goal attainment.
Meet with referred customers in bank setting or customers’ homes or offices as requested
Collect and analyze customer data such as income, assets, investment and/or debts to determine appropriate financial products best meets the customer’s needs and financial circumstances
Provide guidance to customers regarding the advantages and disadvantages of different financial products
Close sufficient volume from bank branch referrals and outside relationships to attain gross revenue production expectation
Responsible for marketing, servicing and promoting the Bank’s financial products in order to obtain new business
Identify and refer specific qualified clients to affiliated Wealth Management Group
Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners
Perform on-going self-education to remain product/solution fluent and maintain licensing capability.
Prepare reports and present as appropriate

Qualifications

Series 7, Series 66, Life and Health licenses required
Proficiency in Microsoft Office products
Prior Sales experience in a bank environment is preferred
Excellent verbal and written communication skills
Ability to travel daily to generate business and/or meet with clients within given territory is required
High School diploma or equivalent required
College degree and advanced designations preferred

KEY COMPETENCIES:

Sales and results driven
Relationship building
Account Management
Integrity
Ethical

ESSENTIAL FUNCTIONS:

Sitting or standing for extended periods of time
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with customers and all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via train, bus, automobile, or airplane

This document describes the position currently. It is not an employment contract. United Bank reserves the right to modify job duties or job descriptions at any time.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Market President (Cayce, SC, US, 29033)

Job Description

JOB SUMMARY:
The Market President is a leadership role in the management and public relations efforts for a specific geographic territory. This position is responsible for the strategic execution of commercial and retail production goals to achieve profitability and sustained growth in the market.

RESPONSIBILITIES:
•   Meet or exceed volume/production and profitability goals for the assigned market through business development, team leadership, and overall strategic planning to align with company goals.
•   Direct and oversee the production activities of commercial and consumer lenders in the market.
•   Market’s representative of the Bank with public relations and community outreach.
•   Leads implementation of Bank’s marketing programs to support market strategies and initiatives.
•   Collaborate with Leadership to develop goals, strategies, business plans and procedures to ensure efficiency and effectiveness; Provides continued analysis of market performance in meeting goals and objectives to determine areas for improvement and increased productivity.
•   Accountable for full management of direct reports and overseeing the management of entire staff to include hiring, coaching, performance management, professional development, and disciplinary actions.
•   Maintain acceptable loan delinquency and charge-off levels for the market.
•   Business development of loans and Bank products and services referrals to other lines of business.
•   Work with cross functional departments to resolve issues and ensure reliability by analyzing and implementing best practices.
•   Cultivate and provide opportunities for rising talent within the organization. Mentor and guide team members in developing their thought leadership capabilities and overall contributions to the organization.
•   Ensure objectives of the Bank’s CRA program are supported within assigned market.
•   Provide excellent customer service to existing and potential clients and internal stakeholders.
•   Ability to manage a budget, analyze and interpret business financial statements.

At United, we believe the challenge to be the best never ends, and as a leader of our people, that starts with you! We hold all managers to the following fundamental standards of leadership.
•   Cultivate Inclusivity –Nurtures an inclusive team culture; celebrates diversity of thought, backgrounds, and experience; promotes respect and a shared purpose.
•   Drive Evolution – An entrepreneurial spirit is imperative for our leaders to drive transformational change in our business and deliver excellence in customer service.
•   Accountability – Believes in taking ownership of personal and team results. Empowers and entrusts team members in accomplishing competitive goals.
•   Employee Empowerment – Recruits, leads, and develops high achieving employees. Provides valuable opportunities for professional growth, recognizing that talent development is a key driver of business success.
•   Exemplify Values – Naturally embodies our core values of Integrity, Hard Work, Teamwork and Caring.

Qualifications

SKILLS/QUALIFICATIONS:
•   Bachelor’s degree in Business, Finance or other related field required. Advanced degree preferred.
•   Ten (10) years of professional banking experience is required with five (5) years of direct experience as a Commercial Lender required.
•   Extensive knowledge of commercial and consumer lending procedures and regulations required.
•   Knowledge of basic accounting concepts and business financial statements necessary.
•   Excellent demonstrated positive leadership skills required.
•   Demonstrated ability to manage staff to include coaching and development.
•   Excellent written and verbal skills are essential.
•   Proficiency of Microsoft Office Products.
•   High level of professionalism and integrity.
•   Ability to work hours to meet customer or event schedules is required.
•   Ability to travel up to 20%.

KEY COMPETENCIES:
•   Effective Leadership
•   Business Development
•   Relationship Building
•   Strategic Planning & Execution

Essential Functions:
•   Sitting or standing for extended periods of time.
•   Ability to move around the various work locations freely.
•   Ability to efficiently operate a computer keyboard, mouse and other computer components.
•   Ability to converse and exchange information with all levels of staff within organization.
•   Ability to observe, perceive, identify, and translate data.
•   Ability to travel via air, rail, automobile and/or bus.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Market President I (Greenville, SC, US, 29615)

Job Description

JOB SUMMARY:
The Market President is a leadership role in the management and public relations efforts for a specific geographic territory. This position is responsible for the strategic execution of commercial and retail production/profitability goals for the assigned market.
Designation between Market President levels I and II will be differentiated upon based on years of direct banking experience, deposit and portfolio size of assigned market, lending authority and overall potential per management’s discretion. Level II President’s areas of responsibility will be larger and more complex as they are considered a subject matter expert.

RESPONSIBILITIES:

•   Meet or exceed volume/production and profitability goals for the assigned market by business development and managing lending staff within the assigned market.
•   Direct and oversee the production activities of commercial and consumer lenders in the market.
•   Region’s representative of the Bank with public relations outreach in the market.
•   Leads implementation of Bank’s marketing programs to support market strategies and initiatives.
•   Maintain acceptable loan delinquency and charge-off levels for the market.
•   Business development of loans and Bank products and services referrals to other lines of business.
•   Responsible for the overall execution of market initiatives.
•   Serve on various Bank committees.
•   Ensure objectives of the Bank’s CRA program are supported within assigned market.
•   Provide excellent customer service to existing and potential clients and internal stakeholders.
•   Responsible for staff hiring, development, coaching, performance management, recognition, and disciplinary actions.
•   Ability to manage a budget, analyze and interpret business financial statements.
•   Based on the location within a market, may be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures.
•   Based on the location within a market, may be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required.

Qualifications

SKILLS/QUALIFICATIONS:

•   Bachelor’s degree in Business, Finance or other related field required. Advanced degree preferred.
•   Minimum of five (5) years of experience as a Commercial Lender is required for Level I. Minimum of eight (8) years is required for Level II.
•   Extensive knowledge of commercial and consumer lending procedures and regulations required.
•   Knowledge of basic accounting concepts and business financial statements necessary.
•   Excellent demonstrated positive leadership skills required.
•   Demonstrated ability to manage staff to include coaching and development.
•   Excellent written and verbal skills are essential.
•   Proficiency of Microsoft Office Products.
•   High level of professionalism and integrity.
•   Ability to work hours to meet customer or event schedules is required.
•   Ability to travel up to 10 %.
•   Ability to possess a NMLS license or obtain NMLS license within a reasonable timeframe if position requires.
•   Ability to complete ongoing NMLS training and ensure SAFE Act compliance as required.

Essential Functions:

•   Sitting or standing for extended periods of time.
•   Ability to move around the various work locations freely
•   Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
•   Ability to converse and exchange information with all levels of staff within organization.
•   Ability to observe, perceive, identify, and translate data
•   Ability to travel via air, rail, automobile and/or bus.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United’s Mission, Values and Culture can be found here.

At United, our strength is our people, and we are committed to nurturing an inclusive culture that is reflective of the communities we serve; celebrates diversity of thought, backgrounds, and experience; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Universal Banker (Little River, SC, US, 29566)

Job Description

RESPONSIBILITIES:

Service Area Responsibilities:

Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly:
With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions.

Financial Sales Responsibilities

Responsible for keeping current and being knowledgeable of all Bank’s products and services in order to communicate to new and existing clients.
Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products
Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation.
Based on customer’s needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources.
Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service.
Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services

Operational/Regulatory/Security Responsibilities:

Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area.
Comply with all department and company policies, procedures and overall security
Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior.
Work closely with other departments as necessary to troubleshoot and resolve customer situations.
Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations
May be responsible for branch opening/closing procedures
Contribute to the fulfillment of the Bank’s objectives and goals by performing as a team member in allocating and coordinating the workflow

Qualifications

High school diploma or equivalent required, Bachelor’s degree a plus
Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
Prior experience in handling and being accountable for money is required
Ability to successfully complete the Bank’s in-house Training Program within a reasonable timeframe required
Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
Excellent verbal and written communications skills in Spanish or additional language a plus.
Ability to perform basic math calculations is required
Demonstrates ability to interact confidently with clients is essential
Ability to be initiative in self-directed learning of Bank’s products/services in order to expand and become well versed with the products/services offered.
Excellent written and verbal communication skills
Proficiency in Microsoft Office Products (Word, Excel) required
Understanding and working knowledge of appropriate core banking system is beneficial
Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
Demonstrated professionalism is required
Ability to travel within branch region of up to 15%

KEY COMPETENCIES:

Relationship and account management
Business Development
Accountability
Organization and Time Management
Collaboration

Essential Functions:

Sitting and standing for extended periods of time.
Ability to reach over teller counter or desk area to receive customer transaction documents
Ability to lift and carry up to 20 lbs
Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via automobile or public transportation

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Universal Banker (Garden City, SC, US, 29576)

Job Description

RESPONSIBILITIES:

Service Area Responsibilities:

Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly:
With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions.

Financial Sales Responsibilities

Responsible for keeping current and being knowledgeable of all Bank’s products and services in order to communicate to new and existing clients.
Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products
Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation.
Based on customer’s needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources.
Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service.
Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services

Operational/Regulatory/Security Responsibilities:

Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area.
Comply with all department and company policies, procedures and overall security
Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior.
Work closely with other departments as necessary to troubleshoot and resolve customer situations.
Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations
May be responsible for branch opening/closing procedures
Contribute to the fulfillment of the Bank’s objectives and goals by performing as a team member in allocating and coordinating the workflow

Qualifications

High school diploma or equivalent required, Bachelor’s degree a plus
Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
Prior experience in handling and being accountable for money is required
Ability to successfully complete the Bank’s in-house Training Program within a reasonable timeframe required
Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
Excellent verbal and written communications skills in Spanish or additional language a plus.
Ability to perform basic math calculations is required
Demonstrates ability to interact confidently with clients is essential
Ability to be initiative in self-directed learning of Bank’s products/services in order to expand and become well versed with the products/services offered.
Excellent written and verbal communication skills
Proficiency in Microsoft Office Products (Word, Excel) required
Understanding and working knowledge of appropriate core banking system is beneficial
Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
Demonstrated professionalism is required
Ability to travel within branch region of up to 15%

KEY COMPETENCIES:

Relationship and account management
Business Development
Accountability
Organization and Time Management
Collaboration

Essential Functions:

Sitting and standing for extended periods of time.
Ability to reach over teller counter or desk area to receive customer transaction documents
Ability to lift and carry up to 20 lbs
Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via automobile or public transportation

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Portfolio Manager (Lawrenceville, GA, US, 30043)

Job Description

Qualifications

KEY COMPETENCIES:

•   Relationship Management
•   Appetite for Continuous Learning
•   Self-Motivated
•   Professionalism

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Treasury Services Business Development Officer (Lawrenceville, GA, US, 30043)

Job Description

JOB SUMMARY:

The Commercial Services Officer promotes, solicits, and provides treasury management products and services to commercial and small business customers and prospective clients. Is responsible for growing business with existing customers and prospects directly via external sales and marketing efforts in order to achieve annual sales and scorecard objectives.

RESPONSIBILITIES:

•   Outreach to existing and prospective commercial customers to develop new business, expand existing relationships, maintain positive customer relations, and ensure proper servicing of accounts
•   Build, develop, and maintain profitable deposit relationships with new and existing customers which includes consulting at customer place of business in order to understand their business practices and discuss their goals and objectives related to banking, cash flow, and treasury services
•   Identify treasury management product and service needs, develop and propose solutions to commercial customers that best meet their needs, and facilitate on-boarding and implementation
•   Work closely with commercial and branch staff building awareness of United Bank Treasury and Purchasing Card capabilities
•   Conduct training for customers utilizing internet banking and related modules, including on-site installation of remote deposit, as needed
•   Interface with all lines of business, in order to grow both non-interest income and core deposits from both existing and prospective commercial customers.
•   Sales effort includes developing and executing an effective sales strategy, implementing a formalized calling plan, generating leads, and following up on referrals.
•   Analyze businesses’ cash flow, deposit relationships and treasury needs to develop a custom treasury management services proposal for the customer/prospect and will regularly meet with businesses for consultation and presentation of proposals.
•   Overall support Treasury Management Department’s mission and objectives, particularly as they relate to achieving individual and department sales and scorecard goals
•   Maintain a high level of product knowledge and procedural expertise of Treasury Management’s product line to maximize sales effectiveness and to assist commercial customers with product inquiries and requests;
•   Represent the bank and actively participate in various civic and community events that offer networking and promotional opportunities. Maintain regular contact with centers-of-influence to develop and expand business referral network
•   Cross-sell other bank products and services and capitalize on opportunities to expand business, referring clients to other areas of the bank for additional needs where appropriate.
•   Respond to banking services Requests for Proposal (RFPs)

Qualifications

SKILLS/QUALIFICATIONS:

•   High School diploma required; Bachelor’s degree highly desired
•   Minimum of six (6) years of working banking experience required, preferably in a related Treasury Management or Retail
•   Customer contact skills are essential
•   Prior experience in a business development role is a plus
•   Proficiency in Microsoft Office Products required
•   Demonstrated ability to learn and understand the various product lines and services offered by the Bank and to continue to stay current on all products and services
•   Strong verbal and written communication skills
•   Excellent presentation and problem solving
•   Demonstrated excellent listening skills
•   Ability to work independently and in a team environment
•   Ability to travel up to 50% within assigned region/state.

KEY COMPETENCIES:

•   Business Development
•   Relationship Management
•   Must be a self-starter
•   Problem solving skills

Essential Functions:
•   Sitting and standing for extended period of times as required to
•   Ability to efficiently operate a computer keyboard, mouse, and other computer components.
•   Ability to converse and exchange information with all levels of staff within organization.
•   Ability to observe, perceive, identify, and translate data
•   Ability to travel via air, rail, automobile and/or bus.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Branch Manager I (Charleston, SC, US, 29401)

Job Description

This Branch Manager opportunity will be responsible for managing the functions of a full service branch, including maintaining existing and developing new customer relationships, both personal and business. The Branch deposit size is normally under $25,000,000. Accountability includes achieving sales performance objectives of the branch relating to deposit growth, fee income, and expense control. Responsible for the supervising, coaching, and developing of branch staff and ensuring the communication and adherence with all Bank best practices, policies, procedures, and regulations.

RESPONSIBILITIES:

Leads by example and proactively builds existing retail and business customer relationships and develops new consumer relationships
Develops new business relationships by identifying qualified prospects, using pre-call planning tools and resources, and following up with all external business development calls
Achieves sales performance goals and objectives relating to, deposit growth, investment and fee income, and cost control
Reinforces sales skills to effectively uncover customer needs and recommend appropriate Bank products and services.
Manages and coaches the branch sales team to effectively provide financial solutions to customers
Provides customer resolution to problems and inquiries through direct personal action or referral to the proper department
Has knowledge of and complies with Bank security and operating policies and procedures, as well as compliance regulations including KYC, OFAC, CIP, and Information Security policies and procedures;
Ensures that dual control is in place for all vaults/safes containing cash/negotiables;
Coordinates with Regional Managers and Human Resources on the hiring of new employees, performance reviews, employee discipline, terminations and salary adjustments
Takes responsibility in meeting monthly branch and/or individual scorecard sales goals on a consistent basis by monitoring self-performance and following action plans
Keeps up-to-date on Bank products and services to effectively provide financial solutions to customers, as well as to branch sales team;
Provides regular team meetings for branch personnel to convey information received in seminars, manager’s meetings, conference calls and other sources
Refers customers to wealth management, brokerage and commercial representatives as appropriate
Manages the approval of all new accounts, the approval of checks for cashing, and the signing of official checks and certificates of deposit
Manages overall responsibility for settlement of branch cash
Conducts audits and oversees completion of monthly and quarterly branch audits
Opens and closes branch office adhering to bank’s security policy and procedures
Participates as a member of branch-local civic organizations to promote Bank name, products and services.
Coaches and ensures that best practices are being followed with regard to mystery shops, @ your service standards, and the distribution and effective discussion of bank marketing materials, as assigned.
As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled work hours.

Qualifications

Bachelor’s degree preferred or equivalent work experience
Minimum of two years in a management capacity required
Excellent verbal and written communications skills in Spanish or additional language a plus.
Must possess an NMLS license or obtain NMLS license within 90 days of employment
Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required
Strong sales and service skills
Strong planning and organizational skills
Strong communication, problem solving, and coaching skills.
Proficiency in Microsoft Office products
Demonstrated strong interpersonal skills
Demonstrated ability to be flexible and adaptable
Ability to travel to other branch locations as business needs arise
Flexibility on work schedule as business needs arise

KEY COMPETENCIES:

Accountability
Leadership Skills
Interpersonal Skills
Strategic Planning and Execution
Organization

Essential Functions:

Sitting for extended periods of time.
Ability to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via air, rail, automobile and/or bus.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Sales Associate (Mount Pleasant, SC, US, 29464)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Dependability (Attendance & Punctuality)
•   Task Management

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Sales and Service Representative (Fayetteville, NC, US, 28305)

Job Description

The Sales & Service Representative has the ability to promote and sell Bank products and represent the Bank in a professional manner to clients by possessing strong knowledge of Bank products and services, recommends appropriate financial products and services to customers, and refers customers to investment and loan representatives regarding additional services provided by the Bank. This is an excellent opportunity for professional development path into Retail Branch Management.

RESPONSIBILITIES:

Keep up-to-date on Bank products and services to effectively provide financial solutions to customers
Effectively profiles customers, opens accounts, and cross-sells appropriate Bank products and services
Take responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
Ensure delivery of excellent customer service throughout the Bank by adhering to sales and @ your service standards and protocols
Has knowledge and complies with Bank security and operating policies and procedures, as well as compliance regulations, including KYC, OFAC, CIP, and customer privacy policy
Adheres to cash differences/controllable losses policy
Maintain dual control on all vaults/safes containing cash/negotiables, if applicable
May serve as approval on branch transactions
As business needs arise, ability to perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis
As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours
Based on branch location within a market, will be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures
Based on branch location within a market, will be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required

Qualifications

High School Diploma or equivalent required, bachelor’s degree preferred
Minimum one (1) year customer service or related working experience required
Must possess an NMLS license or obtain NMLS license within 90 days of employment
Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required
Excellent verbal and written communications skills in Spanish or additional language a plus.
Ability to demonstrate a sales oriented professional demeanor
Excellent verbal, written, and interpersonal skills
Very well organized and ability to deal with multiple priorities
Proficiency in Microsoft Office products
Previous banking experience a plus; an understanding and working knowledge of appropriate core banking applications
Ability to represent the Bank in a professional manner at all times
Ability to travel as business necessity arises to other branch locations to ensure proper staffing on a daily basis
Flexibility on work schedule as business needs arise

KEY COMPETENCIES:

Excellent Customer Service Skills
Strong Communication Skills
Task Management
Professionalism
Sales aptitude demeanor

Essential Functions:

Sitting and standing for extended periods of time.
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via airplane, automobile, bus and/or train

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Sales Associate (Elizabethtown, NC, US, 28337)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Dependability (Attendance & Punctuality)
•   Task Management

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Sales Associate (Crofton, MD, US, 21114)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Dependability (Attendance & Punctuality)
•   Task Management

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

In Crofton, MD, the expected base pay salary range for this role is ($20.64 - 33.01), placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.

PT Sales Associate (Crofton, MD, US, 21114)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Dependability (Attendance & Punctuality)
•   Task Management

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Talent Acquisition & Recruiting Specialist (Charlotte, NC, US, 28211)

Job Description

JOB SUMMARY:

The Talent Selection & Recruitment Specialist ensures that United Bank has a presence in the business community by pro-actively interacting with internal and external sources. This individual is responsible for marketing United to the community to recruit top and key talent. This position will primarily be focused on recruitment of the Retail Banking line of business and may assist in the recruitment of entry to mid-level positions within other lines of business throughout the organization. Manage the full-cycle recruiting activities for positions in an assigned territory or line of business to include sourcing, screening, interviewing, developing a compensation package, closes candidates and provides a high touching on-boarding experience.

RESPONSIBILITIES:

• Recommend and implements recruiting plans that will capture and retain top talent
• Pro-actively consults with hiring managers on initiatives related to recruitment and staffing
• Assess staffing needs, recommend, and implement recruiting plans in an effort to fill vacancies and anticipate turnover
• Recruit, conduct resume and applicant screening, schedule and perform interviews, make hiring decision, or use judgment to make recommendations to management for assigned territory
• Makes recommendations to hiring managers on compensation for employment offers within the internal compensation structure
• Negotiate offers with candidates; negotiate applicant start date and schedule new hire orientation; extend selected applicant employment offer providing all pre-employment information (i.e. offer letter, credit and background investigation, etc.)
• Follow up with Hiring Manager on interviews, evaluation forms and hiring decisions
• Assist in ensuring the new employee receives a positive onboarding experience
• Use standard and creative methods to recruit candidates, including but not limited to: internet searches, advertising, internal and external career fairs, sourcing; direct recruiting, networking events, etc.
• Collaborate with the Compensation area to ensure job descriptions are current
• Maintain and update the applicant tracking files and databases as appropriate per the internal process
• Ensure the Bank files and paperwork are completed accurately and in compliance with labor laws requirements
• Ensure compliance with established policies and procedures, as well as local, state and federal laws and guidelines
• Maintain relationships with existing and prospective candidates to develop a pipeline
• Prepare weekly staffing reports
• Enter Employment Commission job openings on monthly basis
• Manage internal job posting communications
• Manage temporary employee requests, placement and assignment terms
• Participate in staff meetings and HR related policy revision or implementation
• Refer behavioral and performance related issues to the HR Manager
• Analyze turnover and create reports as needed for management
• Assist in the management of agency referrals and relationships
• Participate in recruiting-related projects and generalist duties as assigned

Qualifications

• Bachelor’s degree required or two (2) years of prior direct working experience in the recruitment/talent acquisition area may be substituted
• Minimum two years of experience working in professional office environment is required, banking experience is a plus.
• Demonstrated experience in passive solicitation techniques required
• Strong networking skills
• Ability to prioritize on a consistent basis in a fast paced rapidly changing environment.
• Demonstrated ability to develop and maintain strong internal and external relationships
• Proven ability to partner with local business community to successfully achieve recruiting results
• Effective in prioritizing and multi-tasking
• Excellent interpersonal, communication and problem-solving skills
• Good planning and organizational skills necessary to achieve goals and to increase efficiency.
• Adaptability, flexibility, and the ability to maintain effectiveness during change
• Computer literacy to include, Microsoft Office is required
• Ability to work effectively in a team environment
• Knowledge of State and Federal laws, rules and regulations on Affirmative Action programs
• Knowledge and understanding of Equal Employment Opportunity standards and practices
• Ability to communicate effectively orally and in writing with internal and external clients.
• Ability to travel up to 50%, with some travel requiring overnight stay is required

KEY COMPETENCIES:

• Communication and interpersonal skills
• Negotiation skills
• Problem solving
• Marketing and outreach skills

Essential Functions:

• Sitting or standing for extended periods of time.
• Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components.
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to observe, perceive, identify, and translate data
• Ability to travel via air, rail, automobile and/or bus.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Digital Banking Product Manager (Charlotte, NC, US, 28211)

Job Description

The Digital Strategy Team is the primary advocate for developing and enhancing the digital customer experience at United Bank. We support multiple lines of business, Consumer and Commercial Banking, Wealth Management and Brokerage. Digital Banking Product Administrator will work in the Digital Strategy Team supporting Digital Banking Platforms. This individual’s primary responsibility will be to maintain the administrative platform for Online and Mobile Banking Applications.

RESPONSIBILITIES:
•   Responsible for bringing the digital strategy to life for consumers and commercial clients.
•   Serve as the vanguard for the bank's evolving channel experiences to enable customers to manage their finances, plan and budget for the future.
•   Develop proposals for further development of the organization and business process to support the business strategy.
•   Manage the Administrative platforms to support online and mobile banking, these include but are not limited to Money Movement, Bill Pay, Zelle, Transfers, Alerts, and Mobile Deposits
•   Customer Communications for existing and new feature/functionality
•   Contribute and manage multiple initiatives simultaneously.
•   Manage individual initiatives, including but not limited to project management, team communication and leadership communications.
•   Maintain measurement plans in a result driven culture.
•   Ability to collaborate on, lead and deliver complex initiatives across the organization.
•   Ability to work with and direct external agencies and vendor management including creative oversight, digital experience, and budgets.
•   Other projects and duties as assigned.

Qualifications

SKILLS/QUALIFICATIONS:
•   Bachelor’s degree in a relevant field is required. Master’s Degree highly desired.
•   Minimum of eight (8) to ten (10) years of working experience in digital commerce strategies, technology digital marketing, agency management and Fintech partnerships is required.
•   Minimum of eight (8) to ten (10) years working experience in a Retail/Commercial banking leadership role with financial institutions or equivalent consulting role is required.
•   Ability to work independently and as part of a team, the ability to manage time and resources to meet assigned deadlines
•   Strong perspective on great digital consumer and/or enterprise experiences across multiple form factors
•   Ability to interpret customer and business needs and translate them into requirements
•   Demonstrated ability to communicate broadly and in detail with various audiences.
•   Proficiency in Microsoft Office products is required.
•   Ability to travel up to 20%.

KEY COMPETENCIES:
•   Industry Proficiency
•   Effective Communication and Presentation Skills
•   Creativity
•   Collaborative

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United’s Mission, Values and Culture can be found here.

Financial Advisor (Raleigh, NC, US, 27609)

Job Description

This is a rare opportunity to aggressively grow an existing book of business.
Advisor will be located in our new Southpark financial center and work with our Lake Normann, Lake Wylie and Charlotte branches.

RESPONSIBILITIES:

Interface with/train branch employees in an effort to develop a referral pipeline of qualified prospects to ensure bank and employee referral goal attainment.
Meet with referred customers in bank setting or customers’ homes or offices as requested
Collect and analyze customer data such as income, assets, investment and/or debts to determine appropriate financial products best meets the customer’s needs and financial circumstances
Provide guidance to customers regarding the advantages and disadvantages of different financial products
Close sufficient volume from bank branch referrals and outside relationships to attain gross revenue production expectation
Responsible for marketing, servicing and promoting the Bank’s financial products in order to obtain new business
Identify and refer specific qualified clients to affiliated Wealth Management Group
Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners
Perform on-going self-education to remain product/solution fluent and maintain licensing capability.
Prepare reports and present as appropriate

Qualifications

Series 7, Series 66, Life and Health licenses required
Proficiency in Microsoft Office products
Prior Sales experience in a bank environment is preferred
Excellent verbal and written communication skills
Ability to travel daily to generate business and/or meet with clients within given territory is required
High School diploma or equivalent required
College degree and advanced designations preferred

KEY COMPETENCIES:

Sales and results driven
Relationship building
Account Management
Integrity
Ethical

ESSENTIAL FUNCTIONS:

Sitting or standing for extended periods of time
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with customers and all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via train, bus, automobile, or airplane

This document describes the position currently. It is not an employment contract. United Bank reserves the right to modify job duties or job descriptions at any time.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Commercial Banker (Durham, NC, US, 27707)

Job Description

RESPONSIBILITIES:
•   Analyze markets to develop new prospects for loans.
•   Maintain and develop positive, professional relationships with customers and continue communication for growth of portfolio. Foster customer relationships through routine calls and meeting activity and develops new Commercial Banking relationship opportunities through business development activities.
•   Analyze applicant’s financial status, credit and property evaluation to determine feasibility of loan request.
•   Compiles loan documentation and facilitates loan structure with applicant and ensures the commitment letters are prepared and delivered.
•   Has full understanding of commercial real estate appraisals and is able to review and evaluate appropriately.
•   Ensures loan closing and funding activities occur timely.
•   Identify complex situations, review related information to evaluate and develop an acceptable solution.
•   Stays informed and current on lending practices and communicates as necessary on updates needed to the Bank’s policies.
•   Actively participates in the Community by attending events and being active in organizations to promote the Bank’s business products and services and build relationships.
•   Maintain a deep understanding of banking products/services to make appropriate recommendations.
•   Administer all referrals and direct meetings and business development opportunities.
•   Ensure compliance to all standards and policies and ensure secure transaction for customers.
•   Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.

Qualifications

SKILLS/QUALIFICATIONS:
•   Bachelor’s degree preferred, with a focus in business, finance, or another related field
•   Minimum two (2) years of related Banking experience, preferably as a Commercial Lender or Portfolio Manager, is required.
•   Demonstrated ability of holding effective and successful business relationships is essential
•   Must have formal credit analysis training or sufficient lending experience
•   Proficiency in Microsoft Office Products is required
•   Demonstrated ability to grow and management customer relationships
•   Ability to organize and analyze complex financial data
•   Knowledge and understanding of all federal and state regulations regarding lending and related departments.
•   Excellent analytical and mathematical skills and ability to make a credit decision
•   Excellent verbal and written communication skills
•   Demonstrated high level of professionalism and maturity
•   Ability to work off normal work schedule to meet customer needs as well as attend community functions and events for business development.
•   Minimal travel within the assigned market is required.

KEY COMPETENCIES:
•   Relationship Building
•   Sales Driven
•   Self-Motivated
•   High Business Acumen

Essential Functions:
•   Sitting or standing for extended periods of time.
•   Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components.
•   Ability to converse and exchange information with all levels of staff within organization.
•   Ability to observe, perceive, identify, and translate data
•   Ability to travel via air, rail, automobile and/or bus.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Universal Banker (Mooresville, NC, US, 28117)

Job Description

RESPONSIBILITIES:

Service Area Responsibilities:

Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly:
With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions.

Financial Sales Responsibilities

Responsible for keeping current and being knowledgeable of all Bank’s products and services in order to communicate to new and existing clients.
Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products
Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation.
Based on customer’s needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources.
Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service.
Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services

Operational/Regulatory/Security Responsibilities:

Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area.
Comply with all department and company policies, procedures and overall security
Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior.
Work closely with other departments as necessary to troubleshoot and resolve customer situations.
Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations
May be responsible for branch opening/closing procedures
Contribute to the fulfillment of the Bank’s objectives and goals by performing as a team member in allocating and coordinating the workflow

Qualifications

High school diploma or equivalent required, Bachelor’s degree a plus
Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
Prior experience in handling and being accountable for money is required
Ability to successfully complete the Bank’s in-house Training Program within a reasonable timeframe required
Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
Excellent verbal and written communications skills in Spanish or additional language a plus.
Ability to perform basic math calculations is required
Demonstrates ability to interact confidently with clients is essential
Ability to be initiative in self-directed learning of Bank’s products/services in order to expand and become well versed with the products/services offered.
Excellent written and verbal communication skills
Proficiency in Microsoft Office Products (Word, Excel) required
Understanding and working knowledge of appropriate core banking system is beneficial
Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
Demonstrated professionalism is required
Ability to travel within branch region of up to 15%

KEY COMPETENCIES:

Relationship and account management
Business Development
Accountability
Organization and Time Management
Collaboration

Essential Functions:

Sitting and standing for extended periods of time.
Ability to reach over teller counter or desk area to receive customer transaction documents
Ability to lift and carry up to 20 lbs
Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via automobile or public transportation

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Universal Banker (Greenville, NC, US, 27858)

Job Description

RESPONSIBILITIES:

Service Area Responsibilities:

Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly:
With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions.

Financial Sales Responsibilities

Responsible for keeping current and being knowledgeable of all Bank’s products and services in order to communicate to new and existing clients.
Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products
Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation.
Based on customer’s needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources.
Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service.
Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services

Operational/Regulatory/Security Responsibilities:

Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area.
Comply with all department and company policies, procedures and overall security
Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior.
Work closely with other departments as necessary to troubleshoot and resolve customer situations.
Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations
May be responsible for branch opening/closing procedures
Contribute to the fulfillment of the Bank’s objectives and goals by performing as a team member in allocating and coordinating the workflow

Qualifications

High school diploma or equivalent required, Bachelor’s degree a plus
Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
Prior experience in handling and being accountable for money is required
Ability to successfully complete the Bank’s in-house Training Program within a reasonable timeframe required
Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
Excellent verbal and written communications skills in Spanish or additional language a plus.
Ability to perform basic math calculations is required
Demonstrates ability to interact confidently with clients is essential
Ability to be initiative in self-directed learning of Bank’s products/services in order to expand and become well versed with the products/services offered.
Excellent written and verbal communication skills
Proficiency in Microsoft Office Products (Word, Excel) required
Understanding and working knowledge of appropriate core banking system is beneficial
Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
Demonstrated professionalism is required
Ability to travel within branch region of up to 15%

KEY COMPETENCIES:

Relationship and account management
Business Development
Accountability
Organization and Time Management
Collaboration

Essential Functions:

Sitting and standing for extended periods of time.
Ability to reach over teller counter or desk area to receive customer transaction documents
Ability to lift and carry up to 20 lbs
Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via automobile or public transportation

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Sales and Service Representative, Sr (Kill Devil Hills, NC, US, 27948)

Job Description

RESPONSIBILITIES:

Keep up-to-date on Bank products and services to effectively provide financial solutions to customers
Effectively profiles customers, opens accounts, and cross-sells appropriate Bank products and services
Take responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
Ensure delivery of excellent customer service throughout the Bank by adhering to sales and @ your service standards and protocols
Has knowledge and complies with Bank security and operating policies and procedures, as well as compliance regulations, including KYC, OFAC, CIP, and customer privacy policy
Adheres to cash differences/controllable losses policy
Maintain dual control on all vaults/safes containing cash/negotiables, if applicable
May serve as approval on branch transactions
As business needs arise, ability to perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis
As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours
Based on branch location within a market, will be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures
Based on branch location within a market, will be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required

Qualifications

High School Diploma or equivalent required, bachelor’s degree preferred
Minimum one (1) year customer service or related working experience required
Must possess an NMLS license or obtain NMLS license within 90 days of employment
Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required
Excellent verbal and written communications skills in Spanish or additional language a plus.
Ability to demonstrate a sales oriented professional demeanor
Excellent verbal, written, and interpersonal skills
Very well organized and ability to deal with multiple priorities
Proficiency in Microsoft Office products
Previous banking experience a plus; an understanding and working knowledge of appropriate core banking applications
Ability to represent the Bank in a professional manner at all times
Ability to travel as business necessity arises to other branch locations to ensure proper staffing on a daily basis
Flexibility on work schedule as business needs arise

KEY COMPETENCIES:

Excellent Customer Service Skills
Strong Communication Skills
Task Management
Professionalism
Sales aptitude demeanor

Essential Functions:

Sitting and standing for extended periods of time.
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via airplane, automobile, bus and/or train

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Commercial Banker (Gastonia, NC, US, 28054)

Job Description

Qualifications

KEY COMPETENCIES:
•   Relationship Building
•   Sales Driven
•   Self-Motivated
•   High Business Acumen

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Market President I (Gastonia, NC, US, 28054)

Job Description

Qualifications

KEY COMPETENCIES:
•   Effective Leadership
•   Business Development
•   Relationship Building
•   Strategic Planning & Execution

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Seasonal Sales Associate (Alexandria, VA, US, 22304)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Dependability (Attendance & Punctuality)
•   Task Management

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Sales Associate (Harrisonburg, VA, US, 22801)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Dependability (Attendance & Punctuality)
•   Task Management

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Universal Banker (Waynesboro, VA, US, 22980)

Job Description

RESPONSIBILITIES:

Service Area Responsibilities:

Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly:
With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions.

Financial Sales Responsibilities

Responsible for keeping current and being knowledgeable of all Bank’s products and services in order to communicate to new and existing clients.
Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products
Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation.
Based on customer’s needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources.
Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service.
Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services

Operational/Regulatory/Security Responsibilities:

Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area.
Comply with all department and company policies, procedures and overall security
Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior.
Work closely with other departments as necessary to troubleshoot and resolve customer situations.
Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations
May be responsible for branch opening/closing procedures
Contribute to the fulfillment of the Bank’s objectives and goals by performing as a team member in allocating and coordinating the workflow

Qualifications

High school diploma or equivalent required, Bachelor’s degree a plus
Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
Prior experience in handling and being accountable for money is required
Ability to successfully complete the Bank’s in-house Training Program within a reasonable timeframe required
Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
Excellent verbal and written communications skills in Spanish or additional language a plus.
Ability to perform basic math calculations is required
Demonstrates ability to interact confidently with clients is essential
Ability to be initiative in self-directed learning of Bank’s products/services in order to expand and become well versed with the products/services offered.
Excellent written and verbal communication skills
Proficiency in Microsoft Office Products (Word, Excel) required
Understanding and working knowledge of appropriate core banking system is beneficial
Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
Demonstrated professionalism is required
Ability to travel within branch region of up to 15%

KEY COMPETENCIES:

Relationship and account management
Business Development
Accountability
Organization and Time Management
Collaboration

Essential Functions:

Sitting and standing for extended periods of time.
Ability to reach over teller counter or desk area to receive customer transaction documents
Ability to lift and carry up to 20 lbs
Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via automobile or public transportation

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Sales Associate (Tappahannock, VA, US, 22560)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Dependability (Attendance & Punctuality)
•   Task Management

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Sales Associate (McLean, VA, US, 22101)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Dependability (Attendance & Punctuality)
•   Task Management

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Universal Banker (Vienna, VA, US, 22182)

Job Description

RESPONSIBILITIES:

Service Area Responsibilities:

Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly:
With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions.

Financial Sales Responsibilities

Responsible for keeping current and being knowledgeable of all Bank’s products and services in order to communicate to new and existing clients.
Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products
Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation.
Based on customer’s needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources.
Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service.
Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services

Operational/Regulatory/Security Responsibilities:

Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area.
Comply with all department and company policies, procedures and overall security
Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior.
Work closely with other departments as necessary to troubleshoot and resolve customer situations.
Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations
May be responsible for branch opening/closing procedures
Contribute to the fulfillment of the Bank’s objectives and goals by performing as a team member in allocating and coordinating the workflow

Qualifications

High school diploma or equivalent required, Bachelor’s degree a plus
Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
Prior experience in handling and being accountable for money is required
Ability to successfully complete the Bank’s in-house Training Program within a reasonable timeframe required
Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
Excellent verbal and written communications skills in Spanish or additional language a plus.
Ability to perform basic math calculations is required
Demonstrates ability to interact confidently with clients is essential
Ability to be initiative in self-directed learning of Bank’s products/services in order to expand and become well versed with the products/services offered.
Excellent written and verbal communication skills
Proficiency in Microsoft Office Products (Word, Excel) required
Understanding and working knowledge of appropriate core banking system is beneficial
Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
Demonstrated professionalism is required
Ability to travel within branch region of up to 15%

KEY COMPETENCIES:

Relationship and account management
Business Development
Accountability
Organization and Time Management
Collaboration

Essential Functions:

Sitting and standing for extended periods of time.
Ability to reach over teller counter or desk area to receive customer transaction documents
Ability to lift and carry up to 20 lbs
Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via automobile or public transportation

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Associate Wealth Advisor (Vienna, VA, US, 22182)

The primary function of the Associate Wealth Advisor is to support Relationship
Managers/Advisors in day-to-day client contact, relationship management, trust and investment
account administration, compliance requirements, and other functions as required to maintain
excellent relationships with clients, external professional advisors, and internal business partners.

The Associate Wealth Advisor assists, maintains and develops client relationships under the
guidance and direction of the Wealth Advisor. The Associate Wealth Advisor is involved
throughout the process of onboarding new clients and servicing existing clients, receiving
continuous training and mentoring from the Wealth Advisor, while providing high quality data
analysis and strategic support.

RESPONSIBILITIES MAY INCLUDE:
Account Support and Administration: Support Advisors in the administration of trust,
investment, retirement, and brokerage accounts.
• Coordinate closely with all United Wealth Management service lines – Investments,
Advanced Planning, Operations, Leadership - that are incorporated into the client
relationship. Engage with those other members of the team to ensure the Advisor is
abreast of client updates and that client matters are being executed in a timely and
effective manner.
• Participate in Business Development-related conversations alongside Advisor. This
includes internal United Bank colleagues, non-United Centers of Influence, industry and
networking events, etc. Begin building and familiarizing yourself with Business
Development processes, which will ultimately be implemented over time to uncover new
opportunities for the Advisor.
• Conduct a broad range of data analysis and present results in an accurate, professional,
and informative manner; Deliver spreadsheets, reports, summaries and issue opinions and
recommendations to Wealth Advisors regarding client management and business
development initiatives.
• Conduct and coordinate financial, product, market, operational and related research to
support strategic and business planning within the department.
• Focus on business development efforts through our hands-on and holistic approach to
identifying and exceeding client needs; Reinforces sales skills by effectively
recommending appropriate Bank products and services.
• Daily transaction processing, securities transfers, cash and check requests, gifts, deposits,
routine client information requests and updating client information.
• Assist with account opening, asset transfer, account terminations, and special asset
management.
Client and Manager Support: Act as an initial point of contact for client inquiries and team
communications.
• Actively involved in client and prospect conversations, email exchanges, portfolio
reviews, investment discussions, etc. to ensure a seamless client experience and serve as
an additional member of the team for requests, questions, administrative matters, etc.
Provide detailed minutes of conversations, when appropriate, to coordinate next steps and
future client conversations.
• Gain knowledge and an understanding of each client’s investment portfolio and the
rationale for the investment approach, allocation, underlying holdings, etc. Interact
frequently with counterparts in United Wealth Management’s Investment Team to ensure
seamless coordination between Advisor and Investment team.
• Conduct thorough analysis of financial statements and assessment of complex client and
prospective client relationships.
• Review all client Portfolio Review presentations to ensure accuracy, timeliness of data,
and recent client activities/actions. Ensure format of presentation is consistent and in-line
with United’s expectations and professionalism.
• Independently handle certain routine to moderately complex client matters and undertake
research or take needed action to resolve (with guidance from senior officers where
appropriate).
• Interact with current and potential customers and Wealth Advisors to inquire about
important information pertaining to transactions or items disclosed within financial
statements, etc.
• Prepare client meeting materials; create and prepare presentation materials for meetings
in collaboration with relationship teams or other departments to ensure deadlines are met.
• Review pertinent account information on the trust accounting system daily to identify
overdrafts and resolve other issues with the Account Officer(s).
• Review accounts monthly and prepare the annual account reviews. Review and organize
the account file, ensure statements and distributions are set up and tax documentation is
in order. (Any discrepancies or concerns are discussed at the account review meeting to
ensure recommendations are implemented accordingly.)
Firm Building: Develop a strong knowledge of Wealth Advisory functions, policies, procedures
and best practices.
• Participate in special projects and identify process improvements.
• Carry out other duties and responsibilities as assigned and carry out all responsibilities in
compliance with company policies, procedures and practices.

SKILLS / QUALIFICATIONS:

• Bachelor’s degree required.
• Two (2) years of working experience in a professional position, preferably in banking or
wealth management, is highly desired
• FINRA licenses (S7, S66, Life & Health) or desire to obtain is highly desired
• Expected to acquire and apply a comprehensive understanding of the various banking
products, services, lines of business, and internal departments at United Bank.
• Advanced Proficiency in Microsoft Office products (Microsoft Word, Excel, and
PowerPoint) required
• Excellent written and verbal communication skills required
• Strong organizational skills required
• Ability to multi-task and work both in team settings and independently in a fast-paced
environment to meet deadlines required
• Ability to interact in a professional demeanor with all levels of staff, including Executive
Management, and customers required

KEY COMPETENCIES:

• Analytical & critical thinking skills
• Relationship/account management
• Detailed-oriented
• Customer service-focused
• Appetite for continuous learning
Essential Functions:
• Sitting for extended periods of time
• Ability to efficiently operate a computer keyboard, mouse, and other computer
components
• Ability to converse and exchange information with all levels of staff within organization
• Ability to observe, perceive, identify, and translate data
This job description is not intended to be all-inclusive; the employee will also perform other
duties as assigned. This document is not an employment contract. United Bank reserves the
right to modify job duties or job descriptions at any time.

Universal Banker (Woodbridge, VA, US, 22192)

Job Description

RESPONSIBILITIES:

Service Area Responsibilities:

Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly:
With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions.

Financial Sales Responsibilities

Responsible for keeping current and being knowledgeable of all Bank’s products and services in order to communicate to new and existing clients.
Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products
Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation.
Based on customer’s needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources.
Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service.
Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services

Operational/Regulatory/Security Responsibilities:

Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area.
Comply with all department and company policies, procedures and overall security
Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior.
Work closely with other departments as necessary to troubleshoot and resolve customer situations.
Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations
May be responsible for branch opening/closing procedures
Contribute to the fulfillment of the Bank’s objectives and goals by performing as a team member in allocating and coordinating the workflow

Qualifications

High school diploma or equivalent required, Bachelor’s degree a plus
Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
Prior experience in handling and being accountable for money is required
Ability to successfully complete the Bank’s in-house Training Program within a reasonable timeframe required
Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
Excellent verbal and written communications skills in Spanish or additional language a plus.
Ability to perform basic math calculations is required
Demonstrates ability to interact confidently with clients is essential
Ability to be initiative in self-directed learning of Bank’s products/services in order to expand and become well versed with the products/services offered.
Excellent written and verbal communication skills
Proficiency in Microsoft Office Products (Word, Excel) required
Understanding and working knowledge of appropriate core banking system is beneficial
Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
Demonstrated professionalism is required
Ability to travel within branch region of up to 15%

KEY COMPETENCIES:

Relationship and account management
Business Development
Accountability
Organization and Time Management
Collaboration

Essential Functions:

Sitting and standing for extended periods of time.
Ability to reach over teller counter or desk area to receive customer transaction documents
Ability to lift and carry up to 20 lbs
Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via automobile or public transportation

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Sales and Service Representative (Martinsburg, WV, US, 25404)

Job Description

RESPONSIBILITIES:

Keep up-to-date on Bank products and services to effectively provide financial solutions to customers
Effectively profiles customers, opens accounts, and cross-sells appropriate Bank products and services
Take responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
Ensure delivery of excellent customer service throughout the Bank by adhering to sales and @ your service standards and protocols
Has knowledge and complies with Bank security and operating policies and procedures, as well as compliance regulations, including KYC, OFAC, CIP, and customer privacy policy
Adheres to cash differences/controllable losses policy
Maintain dual control on all vaults/safes containing cash/negotiables, if applicable
May serve as approval on branch transactions
As business needs arise, ability to perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis
As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours
Based on branch location within a market, will be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures
Based on branch location within a market, will be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required

Qualifications

High School Diploma or equivalent required, bachelor’s degree preferred
Minimum one (1) year customer service or related working experience required
Must possess an NMLS license or obtain NMLS license within 90 days of employment
Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required
Excellent verbal and written communications skills in Spanish or additional language a plus.
Ability to demonstrate a sales oriented professional demeanor
Excellent verbal, written, and interpersonal skills
Very well organized and ability to deal with multiple priorities
Proficiency in Microsoft Office products
Previous banking experience a plus; an understanding and working knowledge of appropriate core banking applications
Ability to represent the Bank in a professional manner at all times
Ability to travel as business necessity arises to other branch locations to ensure proper staffing on a daily basis
Flexibility on work schedule as business needs arise

KEY COMPETENCIES:

Excellent Customer Service Skills
Strong Communication Skills
Task Management
Professionalism
Sales aptitude demeanor

Essential Functions:

Sitting and standing for extended periods of time.
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via airplane, automobile, bus and/or train

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Seasonal Sales Associate (Inwood, WV, US, 25428)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Dependability (Attendance & Punctuality)
•   Task Management

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Seasonal Sales Associate (Hagerstown, MD, US, 21742)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Dependability (Attendance & Punctuality)
•   Task Management

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Sales and Service Representative (Hagerstown, MD, US, 21742)

Job Description

RESPONSIBILITIES:

Keep up-to-date on Bank products and services to effectively provide financial solutions to customers
Effectively profiles customers, opens accounts, and cross-sells appropriate Bank products and services
Take responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
Ensure delivery of excellent customer service throughout the Bank by adhering to sales and @ your service standards and protocols
Has knowledge and complies with Bank security and operating policies and procedures, as well as compliance regulations, including KYC, OFAC, CIP, and customer privacy policy
Adheres to cash differences/controllable losses policy
Maintain dual control on all vaults/safes containing cash/negotiables, if applicable
May serve as approval on branch transactions
As business needs arise, ability to perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis
As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours
Based on branch location within a market, will be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures
Based on branch location within a market, will be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required

Qualifications

High School Diploma or equivalent required, bachelor’s degree preferred
Minimum one (1) year customer service or related working experience required
Must possess an NMLS license or obtain NMLS license within 90 days of employment
Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required
Excellent verbal and written communications skills in Spanish or additional language a plus.
Ability to demonstrate a sales oriented professional demeanor
Excellent verbal, written, and interpersonal skills
Very well organized and ability to deal with multiple priorities
Proficiency in Microsoft Office products
Previous banking experience a plus; an understanding and working knowledge of appropriate core banking applications
Ability to represent the Bank in a professional manner at all times
Ability to travel as business necessity arises to other branch locations to ensure proper staffing on a daily basis
Flexibility on work schedule as business needs arise

KEY COMPETENCIES:

Excellent Customer Service Skills
Strong Communication Skills
Task Management
Professionalism
Sales aptitude demeanor

Essential Functions:

Sitting and standing for extended periods of time.
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via airplane, automobile, bus and/or train

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Sales and Service Representative (Westover, WV, US, 26501)

Job Description

RESPONSIBILITIES:

Keep up-to-date on Bank products and services to effectively provide financial solutions to customers
Effectively profiles customers, opens accounts, and cross-sells appropriate Bank products and services
Take responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
Ensure delivery of excellent customer service throughout the Bank by adhering to sales and @ your service standards and protocols
Has knowledge and complies with Bank security and operating policies and procedures, as well as compliance regulations, including KYC, OFAC, CIP, and customer privacy policy
Adheres to cash differences/controllable losses policy
Maintain dual control on all vaults/safes containing cash/negotiables, if applicable
May serve as approval on branch transactions
As business needs arise, ability to perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis
As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours
Based on branch location within a market, will be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures
Based on branch location within a market, will be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required

Qualifications

High School Diploma or equivalent required, bachelor’s degree preferred
Minimum one (1) year customer service or related working experience required
Must possess an NMLS license or obtain NMLS license within 90 days of employment
Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required
Excellent verbal and written communications skills in Spanish or additional language a plus.
Ability to demonstrate a sales oriented professional demeanor
Excellent verbal, written, and interpersonal skills
Very well organized and ability to deal with multiple priorities
Proficiency in Microsoft Office products
Previous banking experience a plus; an understanding and working knowledge of appropriate core banking applications
Ability to represent the Bank in a professional manner at all times
Ability to travel as business necessity arises to other branch locations to ensure proper staffing on a daily basis
Flexibility on work schedule as business needs arise

KEY COMPETENCIES:

Excellent Customer Service Skills
Strong Communication Skills
Task Management
Professionalism
Sales aptitude demeanor

Essential Functions:

Sitting and standing for extended periods of time.
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via airplane, automobile, bus and/or train

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Universal Banker (Weirton, WV, US, 26062)

Job Description

RESPONSIBILITIES:

Service Area Responsibilities:

Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly:
With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions.

Financial Sales Responsibilities

Responsible for keeping current and being knowledgeable of all Bank’s products and services in order to communicate to new and existing clients.
Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products
Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation.
Based on customer’s needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources.
Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service.
Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services

Operational/Regulatory/Security Responsibilities:

Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area.
Comply with all department and company policies, procedures and overall security
Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior.
Work closely with other departments as necessary to troubleshoot and resolve customer situations.
Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations
May be responsible for branch opening/closing procedures
Contribute to the fulfillment of the Bank’s objectives and goals by performing as a team member in allocating and coordinating the workflow

Qualifications

High school diploma or equivalent required, Bachelor’s degree a plus
Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
Prior experience in handling and being accountable for money is required
Ability to successfully complete the Bank’s in-house Training Program within a reasonable timeframe required
Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
Excellent verbal and written communications skills in Spanish or additional language a plus.
Ability to perform basic math calculations is required
Demonstrates ability to interact confidently with clients is essential
Ability to be initiative in self-directed learning of Bank’s products/services in order to expand and become well versed with the products/services offered.
Excellent written and verbal communication skills
Proficiency in Microsoft Office Products (Word, Excel) required
Understanding and working knowledge of appropriate core banking system is beneficial
Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
Demonstrated professionalism is required
Ability to travel within branch region of up to 15%

KEY COMPETENCIES:

Relationship and account management
Business Development
Accountability
Organization and Time Management
Collaboration

Essential Functions:

Sitting and standing for extended periods of time.
Ability to reach over teller counter or desk area to receive customer transaction documents
Ability to lift and carry up to 20 lbs
Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via automobile or public transportation

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Sales Associate Supervisor (Weirton, WV, US, 26062)

Job Description

JOB SUMMARY:
The Sales Associate Supervisor is responsible for supervising the Sales Associate staff to ensure all tasks and assignments are completed in their area of responsibility and meeting assigned deadlines. The Sales Associate Supervisor is responsible for the scheduling of sales associates. This position is responsible for referring and selling Bank products and services as well as coach sales associates to refer and sell Bank products and services.

RESPONSIBILITIES:

•   Responsible for contributing to meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans.
•   Work closely with Branch Manager in preparing and reviewing monthly Sales Associate scorecards.
•   Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer.
•   Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards
•   Maintains knowledge of bank products to be able to recommend appropriate products/services to customers and refer business to the other areas within the Bank as appropriate.
•   General oversight of the Sales Associate level staff. This will include scheduling of work hours, training, assisting with complex tasks and responsible for communicating operational procedures and ensuring compliance in Bank policies and procedures.
•   Maintain vault cash, buys and sells currency from sales associates to maintain established cash drawer limits.
•   Accepts deposits, verifies cash deposits, endorsements and complies with Regulation CC requirements and bank deposit policies.
•   Processes night depository, ATM, and mail deposits, if applicable.
•   Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures.
•   Order and ship currency within compliance of branch cash limits.
•   Compile and prepare monthly branch transaction reports and assist management with monthly and quarterly branch audits.
•   Maintains all security and inventory logs for the branch, ensures completion of monetary logs and CTRs.
•   As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours.

Qualifications

SKILLS/QUALIFICATIONS:

•   High School diploma or equivalent is required.
•   Minimum of one (1) years of professional working experience, preferably in a Banking environment.
•   Ability to demonstrate working knowledge of core banking system if prior working experience is not in the Banking field.
•   Prior supervisory experience is highly desired with demonstrated ability to lead staff members.
•   Ability to effectively demonstrate a sales-oriented professional demeanor.
•   Excellent communication skills; Verbal and written communications skills in Spanish or additional language a plus.
•   Ability to demonstrate excellent customer service and interpersonal skills.
•   Ability to interact effectively with customers in a confident, professional, mature, and courteous manner.
•   Proficiency in Microsoft Office Products required.
•   Ability to efficiently operate standard office equipment, including a computer, copier, fax, and calculator is required.
•   Demonstrate problem solving ability, good analytical and math skills.
•   Organization skills and ability to multi-task in a fast-paced environment is essential.
•   Ability to travel as business necessity arises to other branch locations to ensure proper daily staffing.
•   Flexibility on work schedule as business needs arise.

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Leadership Skills
•   Communications Skills

Essential Functions:
•   Standing and sitting for extended periods of time.
•   Ability to efficiently operate a computer keyboard, mouse, and other computer components.
•   Ability to converse and exchange information with all levels of staff within organization.
•   Ability to observe, perceive, identify, and translate data.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Wealth Management Operations Processor (Parkersburg, WV, US, 26101)

Job Description

This position is an entry level position that will be responsible for the daily processing support within the assigned areas within the Wealth Management department.

RESPONSIBILITIES:

Provide daily processing assistance including posting various types of income from various sources to client accounts and processing disbursements from client accounts via check, ACH, credit advice or wires.
For Securities settlements, compare and confirm trade accuracy and payment of funds on a daily basis.
Ensure on a timely basis that functions are performed to create transactions per workflow.
Troubleshoot situations arising from exception lists and communicate with appropriate staff in order to resolve
Calculate and apply changes to client accounts as corporate actions occur and require action
Generate reports daily, weekly and monthly
Update client report on vote results for respective annual meeting
Process funds received from mutual fund vendor.
Perform duties of other Processors in order to cross train within the department.
Seek opportunities for additional job knowledge and development
Provide clerical support to include answering phones, processing mail, filing and faxes.
Identify and recommend methods to enhance processes for efficiency, accuracy and costs.
Assist with special projects and other tasks as assigned by management
Asset transfer, including free delivery and receipts
Receive and process administrative requests
Tasks related to ongoing compliance follow up including policy and procedures

Qualifications

High School diploma or equivalent is required
Bachelor’s degree in Business or Finance highly desired
Previous professional working experience in Operations, Investments, Brokerage or Accounting is highly desired.
Proficiency in Microsoft Office Products required
Excellent customer services and interpersonal skills required
Strong verbal and written communication skills required
Ability to perform simple and complex mathematical calculations is essential
Well organized and ability to adhere to daily deadlines is essential
Ability to multi-task and work in a fast-paced environment

KEY COMPETENCIES:

Effective Communication
Multi-tasking and priority setting
Organizational and time management

Essential Functions:

Sitting for extended periods of time.
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components for extended periods of time.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Branch Manager I (Parkersburg, WV, US, 26101)

Job Description

RESPONSIBILITIES:

Leads by example and proactively builds existing retail and business customer relationships and develops new consumer relationships
Develops new business relationships by identifying qualified prospects, using pre-call planning tools and resources, and following up with all external business development calls
Achieves sales performance goals and objectives relating to, deposit growth, investment and fee income, and cost control
Reinforces sales skills to effectively uncover customer needs and recommend appropriate Bank products and services.
Manages and coaches the branch sales team to effectively provide financial solutions to customers
Provides customer resolution to problems and inquiries through direct personal action or referral to the proper department
Has knowledge of and complies with Bank security and operating policies and procedures, as well as compliance regulations including KYC, OFAC, CIP, and Information Security policies and procedures;
Ensures that dual control is in place for all vaults/safes containing cash/negotiables;
Coordinates with Regional Managers and Human Resources on the hiring of new employees, performance reviews, employee discipline, terminations and salary adjustments
Takes responsibility in meeting monthly branch and/or individual scorecard sales goals on a consistent basis by monitoring self-performance and following action plans
Keeps up-to-date on Bank products and services to effectively provide financial solutions to customers, as well as to branch sales team;
Provides regular team meetings for branch personnel to convey information received in seminars, manager’s meetings, conference calls and other sources
Refers customers to wealth management, brokerage and commercial representatives as appropriate
Manages the approval of all new accounts, the approval of checks for cashing, and the signing of official checks and certificates of deposit
Manages overall responsibility for settlement of branch cash
Conducts audits and oversees completion of monthly and quarterly branch audits
Opens and closes branch office adhering to bank’s security policy and procedures
Participates as a member of branch-local civic organizations to promote Bank name, products and services.
Coaches and ensures that best practices are being followed with regard to mystery shops, @ your service standards, and the distribution and effective discussion of bank marketing materials, as assigned.
As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled work hours.

Qualifications

Bachelor’s degree preferred or equivalent work experience
Minimum of two years in a management capacity required
Excellent verbal and written communications skills in Spanish or additional language a plus.
Must possess an NMLS license or obtain NMLS license within 90 days of employment
Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required
Strong sales and service skills
Strong planning and organizational skills
Strong communication, problem solving, and coaching skills.
Proficiency in Microsoft Office products
Demonstrated strong interpersonal skills
Demonstrated ability to be flexible and adaptable
Ability to travel to other branch locations as business needs arise
Flexibility on work schedule as business needs arise

KEY COMPETENCIES:

Accountability
Leadership Skills
Interpersonal Skills
Strategic Planning and Execution
Organization

Essential Functions:

Sitting for extended periods of time.
Ability to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via air, rail, automobile and/or bus.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Market President (Harrisonburg, VA, US, 22801)

Job Description

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Leadership Skills
•   Communications Skills

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Universal Banker (Richmond, VA, US, 23231)

Job Description

RESPONSIBILITIES:

Service Area Responsibilities:

Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly:
With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions.

Financial Sales Responsibilities

Responsible for keeping current and being knowledgeable of all Bank’s products and services in order to communicate to new and existing clients.
Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products
Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation.
Based on customer’s needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources.
Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service.
Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services

Operational/Regulatory/Security Responsibilities:

Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area.
Comply with all department and company policies, procedures and overall security
Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior.
Work closely with other departments as necessary to troubleshoot and resolve customer situations.
Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations
May be responsible for branch opening/closing procedures
Contribute to the fulfillment of the Bank’s objectives and goals by performing as a team member in allocating and coordinating the workflow

Qualifications

High school diploma or equivalent required, Bachelor’s degree a plus
Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
Prior experience in handling and being accountable for money is required
Ability to successfully complete the Bank’s in-house Training Program within a reasonable timeframe required
Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
Excellent verbal and written communications skills in Spanish or additional language a plus.
Ability to perform basic math calculations is required
Demonstrates ability to interact confidently with clients is essential
Ability to be initiative in self-directed learning of Bank’s products/services in order to expand and become well versed with the products/services offered.
Excellent written and verbal communication skills
Proficiency in Microsoft Office Products (Word, Excel) required
Understanding and working knowledge of appropriate core banking system is beneficial
Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
Demonstrated professionalism is required
Ability to travel within branch region of up to 15%

KEY COMPETENCIES:

Relationship and account management
Business Development
Accountability
Organization and Time Management
Collaboration

Essential Functions:

Sitting and standing for extended periods of time.
Ability to reach over teller counter or desk area to receive customer transaction documents
Ability to lift and carry up to 20 lbs
Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via automobile or public transportation

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Sales Associate (West Point, VA, US, 23181)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Dependability (Attendance & Punctuality)
•   Task Management

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Financial Advisor (Fredericksburg, VA, US, 22401)

Job Description

RESPONSIBILITIES:

Interface with/train branch employees in an effort to develop a referral pipeline of qualified prospects to ensure bank and employee referral goal attainment.
Meet with referred customers in bank setting or customers’ homes or offices as requested
Collect and analyze customer data such as income, assets, investment and/or debts to determine appropriate financial products best meets the customer’s needs and financial circumstances
Provide guidance to customers regarding the advantages and disadvantages of different financial products
Close sufficient volume from bank branch referrals and outside relationships to attain gross revenue production expectation
Responsible for marketing, servicing and promoting the Bank’s financial products in order to obtain new business
Identify and refer specific qualified clients to affiliated Wealth Management Group
Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners
Perform on-going self-education to remain product/solution fluent and maintain licensing capability.
Prepare reports and present as appropriate

Qualifications

Series 7, Series 66, Life and Health licenses required
Proficiency in Microsoft Office products
Prior Sales experience in a bank environment is preferred
Excellent verbal and written communication skills
Ability to travel daily to generate business and/or meet with clients within given territory is required
High School diploma or equivalent required
College degree and advanced designations preferred

KEY COMPETENCIES:

Sales and results driven
Relationship building
Account Management
Integrity
Ethical

ESSENTIAL FUNCTIONS:

Sitting or standing for extended periods of time
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with customers and all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via train, bus, automobile, or airplane

This document describes the position currently. It is not an employment contract. United Bank reserves the right to modify job duties or job descriptions at any time.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Trust Officer (Charleston, WV, US, 25301)

Job Description

ROLE OVERVIEW:
The Trust Officer is responsible for managing and administering a complex book of fiduciary relationships - primarily personal trusts, estates, IRAs, custody, escrow, and related accounts. In this role you will lead client relationships, exercise fiduciary discretion with sound judgment, mitigate risk, and partner across the wealth management team to deliver integrated solutions and grow relationships.

PRIMARY RESPONSIBILITIES:

• Apply deep technical expertise to administer complex trusts and exercise fiduciary discretion consistent with governing documents, applicable law, and policy.
• Serve as the primary client contact on all trust matters and own end-to-end administration for each relationship.
• Assess and manage risk across your book of business; escalate issues promptly and adhere to fiduciary policies, procedures, and risk appetite.
• Partner with Fiduciary Wealth Advisors, Portfolio Managers, and Internal Legal Strategists to design and implement trust solutions that meet client goals.
• Identify opportunities to deepen existing relationships and originate new ones through exceptional service and consultative problem-solving.
• Deliver superior client service: understand family dynamics, distribution needs, and long-term objectives; propose practical, document-aligned solutions.
• Coordinate with internal partners (Market Leadership, Fiduciary Leadership, Legal Compliance) to resolve issues, deliver timely service, and expand relationships.
• Lead the new-account process: review and validate documents; ensure proper funding; open accounts with correct coding for statements, proxies, investments, and tax; confirm beneficiary data; secure fee agreements; and monitor terminations and distributions through closure.
• Conduct ongoing account oversight: cash management, distributions, approvals, overdrafts, bill payments, and exception clearing; troubleshoot and resolve discrepancies.
• Prepare and present discretionary requests to the Wealth Management Committee, document rationales and outcomes.
• Oversee periodic administrative and investment reviews; collaborate with Portfolio Managers to confirm alignment with trust terms and client objectives.
• Maintain regular contact with current and remainder beneficiaries; educate stakeholders and capture future business opportunities.
• Support market growth: join client/prospect meetings as a subject-matter expert; contribute to proposals and presentations.
• Serve as a fiduciary resource and mentor to Fiduciary Wealth Advisors, Associate Fiduciary Wealth Advisors and Client Service Associates, model best practices and support training.
• Stay current on federal and state trust/estate law, tax developments, and industry standards; implement changes into practice.
• Uphold internal control standards; remediate audit and exam findings on time and document corrective actions.
• Promote an inclusive, client-first culture that reflects the United Bank’s brand and values.
• Complete other related duties as assigned.

Qualifications

SKILLS/QUALIFICATIONS:

• Bachelor’s degree required, Juris Doctor (JD) or Master’s degree preferred.
• Minimum seven (7) years administering fiduciary accounts or related legal/business experience in financial services, including technical trust and planning work.
• CTFA (Certified Trust and Financial Advisor) or Ability to attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment required.
• Strong interpersonal skills.
• Ability to present situations and resolutions effectively.
• Ability to travel as business needs arise, some travel may require overnight stay.
• Ability to read and interpret legal documents.
• Excellent oral and written and communication skills.
• Proficiency in Microsoft Office products
• Ability to provide attentive and compassionate client service.
• Ability to represent the Bank in a professional manner consistently.
• Strong organizational skills and detail oriented
• Ability to handle multiple tasks simultaneously.
• Excellent customer service skills

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Leadership Skills
•   Communications Skills

Company Profile

In Annapolis, MD, the expected base pay salary range for this role is $42,923- $68,677, placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Financial Advisor (Annapolis, MD, US, 21401)

Job Description

RESPONSIBILITIES:

Interface with/train branch employees in an effort to develop a referral pipeline of qualified prospects to ensure bank and employee referral goal attainment.
Meet with referred customers in bank setting or customers’ homes or offices as requested
Collect and analyze customer data such as income, assets, investment and/or debts to determine appropriate financial products best meets the customer’s needs and financial circumstances
Provide guidance to customers regarding the advantages and disadvantages of different financial products
Close sufficient volume from bank branch referrals and outside relationships to attain gross revenue production expectation
Responsible for marketing, servicing and promoting the Bank’s financial products in order to obtain new business
Identify and refer specific qualified clients to affiliated Wealth Management Group
Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners
Perform on-going self-education to remain product/solution fluent and maintain licensing capability.
Prepare reports and present as appropriate

Qualifications

Series 7, Series 66, Life and Health licenses required
Proficiency in Microsoft Office products
Prior Sales experience in a bank environment is preferred
Excellent verbal and written communication skills
Ability to travel daily to generate business and/or meet with clients within given territory is required
High School diploma or equivalent required
College degree and advanced designations preferred

KEY COMPETENCIES:

Sales and results driven
Relationship building
Account Management
Integrity
Ethical

ESSENTIAL FUNCTIONS:

Sitting or standing for extended periods of time
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with customers and all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via train, bus, automobile, or airplane

This document describes the position currently. It is not an employment contract. United Bank reserves the right to modify job duties or job descriptions at any time.

Company Profile

The starting base salary range for this position is $50,000-$100,000. Once fully commissioned, individuals in this role have the potential to earn meaningfully higher compensation based on performance and productivity against commission plan parameters. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Seasonal Sales Associate (Annandale, VA, US, 22003)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Dependability (Attendance & Punctuality)
•   Task Management

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Retirement Plan Manager (Washington, DC, US, 20036)

Job Description

The Retirement Plan Manager’s primary role is to serve as the relationship manager for a diverse group of clients. This position requires a broad and deep understanding of sophisticated investment management practices and the administrative needs of 401(k) plans, 403(b) plans, defined benefit plans, and other types of qualified and non-qualified retirement plans. The Retirement Plan Manager actively participates in the sales process for prospective clients and in the retention of existing clients. This includes assisting in the preparation of proposals for new clients and leading presentations to new and existing clients. The ideal candidate will work in conjunction with wealth advisors across our footprint to attract and onboard new business, while operating in a semi-autonomous and entrepreneurial environment to maintain a sales and client-centered focus.

RESPONSIBILITIES:

• Serve as primary relationship manager for company-sponsored retirement plans across our footprint and lead the onboarding of new clients.
• Responsible for team initiatives, including participation in prospect and client meetings and responding to client inquiries as appropriate.
• Responsible for leading client meetings and preparation of materials for investment reviews, plan reviews, and participant education/enrollment meetings.
• Meet with clients on a quarterly basis, or as needed, to review investment manager and portfolio performance and present appropriate recommendations.
• Prepare and present sales materials to prospective clients.
• Ability to discuss investment performance, economic, and financial market trends with clients and prospects.
• Assist in coordinating retirement plan service provider search, selection and monitoring, including recordkeepers, investment fund managers and third-party administrators as necessary.
• Manage retirement plan lineups, including the monitoring of existing client investment lineups and designing investment lineups for new plans in conjunction with our investment team as well as independently.
• Develop leads and referrals from current clients, outside contacts and internal bank partners; solicit requests for proposal where appropriate.
• Maintain internal contact management database and monitor the frequency of client and prospect contact
• Foster open communication with other Bank departments and meet with internal bank partners to educate them on our institutional investment offerings.
• Provide strategic input to the Wealth Management department and management as necessary.

Qualifications

• Bachelor's degree required
• Minimum of five (5) years of investment and portfolio management experience required
• Minimum of three (3) years of experience in the retirement plan space or working directly with 401(k) plan sponsors required
• Demonstrated experience in effective account/relationship management required
• Professional designation is highly encouraged (i.e., advanced degree, CPA, CFP, QKA, QFPC, CRSP)
• Strong, successful track record that consistently meets or exceeds goals
• Ability to foster teamwork and motivate colleagues required
• Client-centered focus with excellent strategic thinking ability and consultative skills
• Proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required
• Excellent verbal and written communication and interpersonal skills required
• Enthusiastic, positive energy demeanor
• Ability to accommodate work outside normal business hours required
• Ability to travel as client or business needs required

KEY COMPETENCIES:

• Account management
• Relationship building
• Industry knowledge & Expertise
• Presentation skills
• Entrepreneurial spirit

ESSENTIAL FUNCTIONS:

• Sitting/standing for extended periods of time
• Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components
• Ability to converse and exchange information with all levels of staff within organization
• Ability to observe, perceive, identify, and translate data
• Ability to travel via air, rail, automobile, and/or bus

Company Profile

Our Total Rewards PackageIn Washington, DC the expected base pay salary range for this role is $111,709 - $195,491, placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Universal Banker (Washington, DC, US, 20036)

Job Description

RESPONSIBILITIES:

Service Area Responsibilities:

Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly:
With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions.

Financial Sales Responsibilities

Responsible for keeping current and being knowledgeable of all Bank’s products and services in order to communicate to new and existing clients.
Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products
Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation.
Based on customer’s needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources.
Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service.
Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services

Operational/Regulatory/Security Responsibilities:

Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area.
Comply with all department and company policies, procedures and overall security
Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior.
Work closely with other departments as necessary to troubleshoot and resolve customer situations.
Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations
May be responsible for branch opening/closing procedures
Contribute to the fulfillment of the Bank’s objectives and goals by performing as a team member in allocating and coordinating the workflow

Qualifications

High school diploma or equivalent required, Bachelor’s degree a plus
Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
Prior experience in handling and being accountable for money is required
Ability to successfully complete the Bank’s in-house Training Program within a reasonable timeframe required
Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
Excellent verbal and written communications skills in Spanish or additional language a plus.
Ability to perform basic math calculations is required
Demonstrates ability to interact confidently with clients is essential
Ability to be initiative in self-directed learning of Bank’s products/services in order to expand and become well versed with the products/services offered.
Excellent written and verbal communication skills
Proficiency in Microsoft Office Products (Word, Excel) required
Understanding and working knowledge of appropriate core banking system is beneficial
Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
Demonstrated professionalism is required
Ability to travel within branch region of up to 15%

KEY COMPETENCIES:

Relationship and account management
Business Development
Accountability
Organization and Time Management
Collaboration

Essential Functions:

Sitting and standing for extended periods of time.
Ability to reach over teller counter or desk area to receive customer transaction documents
Ability to lift and carry up to 20 lbs
Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via automobile or public transportation

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

In Washington, DC the expected base pay salary range for this role is ($47,077 - 75,323), placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.

Portfolio Manager (WM) (Washington, DC, US, 20036)

Job Description

The Portfolio Manager position requires a broad and deep understanding of wealth management, fiduciary practices and investment strategies. The Portfolio Manager actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals and reconciling account assets. The ideal candidate will have extensive investment expertise and will be able to operate in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centered focus.

Portfolio Managers are team players and methodical business builders with experience and expertise as trusted portfolio managers serving the sophisticated needs of high net worth individuals, families, and institutions. The position requires a strong understanding of the full range of investment expertise in wealth management and related products, services, and processes.

RESPONSIBILITIES

Participate in discussions on asset allocation, risk, investment performance, economic, and financial market trends with clients
Meet with clients on a quarterly basis, or as needed, to review portfolio performance and present appropriate recommendations
Prepare and present pitch materials to prospective clients
Evaluate financial products and services on the Wealth Management platform and recommend changes when necessary
Analyze investment performance of designated accounts and third-party portfolio managers utilized within the Wealth Management department
Buy, sell, and trade securities for accounts in accordance with policies established by the Investment Committee
Maintain a high service level by working closely with Private Wealth Advisors, Trust Officers, and department managers
Complete assigned account annual reviews (“Reg-9” reviews) and related paperwork and records maintenance
Guide and mentor Investment Analysts on assigned work as needed

Qualifications

Bachelor's degree required
MBA or advanced degree in Finance or related fields, with desire to obtain the Chartered Financial Analyst designation preferred
Minimum of five years of experience in investment management and fiduciary portfolio management required
Chartered Financial Analyst (CFA) designation highly desired
Strong, successful track record that meets or exceeds goals set consistently required
Ability to foster teamwork and motivate colleagues required
Client-centered focus with excellent strategic thinking ability and consultative skills
Proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required
Strong proficiency with research/analytics tools (Bloomberg, FactSet, Morningstar, Investor’s View, FirstRate)
Demonstrated experience in effective client relationship management required
Excellent verbal and written communication and interpersonal skills required
Flexibility to accommodate work outside normal business hours
Capacity to work with challenging clients and diverse groups of people
Ability to travel up to 25% is required

KEY COMPETENCIES

Account management
Business Acumen
Presentation skills
Entrepreneurial spirit
Enthusiastic, positive energy

Essential Functions:

Sitting / standing for extended periods of time
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via air, rail, automobile, and/or bus

Company Profile

In Washington, DC, the expected base pay salary range for this role is $111,709 - $195,491, placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Chief Investment Officer (Washington, DC, US, 20036)

Job Description

The Chief Investment Officer (CIO) is the thought leader and visionary responsible for establishing and guiding the over-all philosophy and strategy of comprehensive Investment Management, culture, and risk appetite within Wealth Management. The CIO is the face and champion of the Investment Management approach to wealth clients, other internal bank clients, prospects and centers of influence. As the lead expert, the CIO attracts and retains new clients and assets under management.
The CIO leads a team of professionals that have responsibilities including: all facets of implementing, managing and monitoring activities related to investment management, conducting securities and manager due diligence research, evaluating investment performance, working with external industry partners and maintaining positive investor relationships. The CIO also develops and maintains investment and risk management policies appropriate for the fiduciary asset management environment.

RESPONSIBILITIES

Establishes and owns the vision, overall investment strategy and risk appetite in investment management, in coordination with internal senior level committees.
Leads the Investment Management Group and participates in various senior level committees.
Develops existing and new investment strategies based on company’s philosophy and client profiles
Maintains expertise on current developments in financial markets and related global economics.
Participates in high-value client and prospect meetings.
Active and committed to conducting original research and publishing white papers.
Participates in the strategic planning and decision making for the group.
Maintains an investment culture dedicated to prudent fiduciary and risk management standards.
Oversees and guides all securities and investment manager due diligence and asset allocation and risk models.
Sources and vets specific private capital investments.
Oversees or manages all investment related projects and initiatives.

Qualifications

Bachelor’s degree required
MBA or advanced degree in Finance or related fields required
Chartered Financial Analyst (CFA) designation required and CFP, CIMA or other advanced accreditations highly desired in addition to the CFA.
Minimum of fifteen (15) years of direct experience in the industry or related industries required
Minimum of five (5) years’ experience in leading teams required
Prior experience as CIO is highly desired.
Expert knowledge of investment strategies, investment solutions, private markets, and the wealth management industry required
Demonstrated ability for business development
Exceptional written and verbal communication skills and presentation abilities
Ability to travel up to 25%

KEY COMPETENCIES:

Business Development
Leadership
Strategic Planning
Thought Leadership
Investment Product Expertise

Essential Functions

Sitting for extended periods of time.
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via air, rail, automobile and/or bus.

Company Profile

In Washington, DC., the expected base pay salary range for this role is $204,218 to $357,382, placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs.

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Corporate Recruiter (Washington, DC, US, 20036)

Job Description

The Corporate Recruiter is a strategic partner to senior executives by driving full-cycle recruiting activities across senior leadership roles across the organization. This role ensures that United Bank has a presence in the business community by pro-actively creating strategic partnerships with internal and external sources. The Corporate Recruiter uses banking industry expertise to execute all stages of the hiring process including intake meetings with senior hiring leaders and develop a recruiting strategy to source and attract top talent within the market.

RESPONSIBILITIES:
• Manage the full-cycle recruiting activities for senior and management level positions across various lines of business - to include networking, pipeline management, talent identification and development, organizing offer and compensation packages, closing candidates and ensuring a high-quality onboarding experience.
• Provide professional and strategic recruiting services to executive level hiring managers for open positions that are often more complex in nature. This will include market research, competitive intelligence, sourcing, candidate assessment, client advice and candidate development.
• Independently manages the search and selection processes for senior level roles which includes management and executive level positions.
• Meet and grow working relationships with local community businesses, leaders, professional organizations, to develop an applicant pool and build a pipeline.
• Acts as a strategic and commercially focused HR Partner with the ability to use data to influence and drive solutions.
• Works to align organization goals and strategic plans with recruiting initiatives.
• Develop and present to hiring managers a recruiting plan that encompasses all activities planned by quarter including goals, conferences, meetings, etc.
• Attend conferences and join online networks to gain stay abreast of industry trends and best practices.
• Ensure compliance with established policies and procedures, as well as local, state and federal laws and guidelines; maintain relationships with existing and prospective clients.
• Work directly with leaders to understand their needs, drive pipeline, develop strategies to close candidates, implement processes, and provide consistent updates on team progress
• Act as a trusted advisor to senior management within the company by providing insights and recommendations on recruiting that contribute to the overall achievement of business objectives
• Promotes a culture of excellence and inclusivity, and leverages recruiting data to proactively source high achieving candidates who encompass United’s core values of Integrity, Hard Work, Teamwork and Caring

Qualifications

SKILLS/QUALIFICATIONS:
• Bachelor’s degree required.
• Minimum of eight (8) years proven recruiting experience required in a fast-paced, high-growth corporate environment, preferably in the banking or financial services industry
• Strong banking industry knowledge preferred
• Influences with strong credibility, presence, and the strategic thinking to guide hiring managers to make sound hiring decisions
• Demonstrated experience partnering with business leaders to establish hiring targets and expectations
• Demonstrated experience implementing a wide range of creative and innovative talent acquisition programs
• Strong record of success in designing, planning, implementing and measuring the results of recruiting events
• Exceptional ability to manage internal client relationships, leveraging strong consultative skills and an emphasis on tact and diplomacy
• Ability to be self-directed with a high sense of urgency, while also effectively collaborating and working in a team environment
• Proven organizational skills with attention to detail and the ability to prioritize and work well in an environment with competing demands
• Excellent communication skills with the ability to build long-lasting relationships

KEY COMPETENCIES:

• Professionalism
• Communication and interpersonal skills
• Negotiation skills
• Problem solving
• Marketing skills

Essential Functions:
• Sitting or standing for extended periods of time.
• Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to observe, perceive, identify, and translate data
• Ability to travel via air, rail, automobile and/or bus.

In Washington, DC., the expected base pay salary range for this role is $93,818 - $164,182, placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Sales Associate Supervisor (Washington, DC, US, 20003)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Leadership Skills
•   Communications Skills

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

In (insert location here), the expected base pay salary range for this role is ($42,923 - $68,677), placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.

Seasonal Sales Associate (Washington, DC, US, 20003)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Dependability (Attendance & Punctuality)
•   Task Management

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Talent Selection & Recruitment Specialist (Washington, DC, US, 20036)

Job Description

JOB SUMMARY:

RESPONSIBILITIES:

Qualifications

KEY COMPETENCIES:

• Communication and interpersonal skills
• Negotiation skills
• Problem solving
• Marketing and outreach skills

Essential Functions:

In Washington, DC., the expected base pay salary range for this role is $80,604 - $132,996, placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Market Leader, Wealth & Investment Management (Bethesda, MD, US, 20814)

Job Description

JOB SUMMARY:
The Market Leader’s role is to serve as the relationship manager for a diverse network of clients and focus on business development as well as managing complex fiduciary accounts and relationships. They are responsible for the business success within an assigned geographic region and will serve as the face of Wealth Management within that market. This position requires a broad and deep understanding of sophisticated wealth management practices and investment strategies.

RESPONSIBILITIES:
Serve as the market representative and leader of Wealth & Investment Management division in assigned area, building strong community and industry relationships.
Ability to discuss investment performance, economic and financial market trends with ultra-high net worth clients which can be individuals, families or institutions
Manage client relationships and meet with clients (on and off Bank premises) on a quarterly basis, or as needed, to review portfolio performance and present appropriate recommendations to address their continued needs.
Actively seek and develop leads and referrals from current clients and outside contacts. Build and manage a healthy activity pipeline; enforce disciplined Sales Management usage and activity standards.
Lead local marketing, events, and centers-of-influence outreach to grow brand presence for United Wealth Management.
Partner with Retail, Commercial, Business Banking, and other United Bank teams to generate referrals and deepen relationships.
Implement financial products and services offered through the Wealth Management platform; recommend changes when necessary.
Engage in fiduciary decision making through account management of complex client trust accounts according to each of the legal document directives.
Responsible for handling risk management and resolution of legal and compliance issues for assigned market. Ensures that internal compliance and proper documentation requirements are met and consistent with internal fiduciary policies and procedures regarding the Trust documents including discretionary actions and all other Bank policies and guidelines. Escalate issues or concerns as needed.
Prepare or oversee annual or quarterly account reviews for each account.
Review performance of investments with the assigned portfolio manager for each account to ensure proper investment allocations and profitability

At United, we believe the challenge to be the best never ends, and as a leader of our people, that starts with you! We hold all managers to the following fundamental standards of leadership.
Drive Evolution – An entrepreneurial spirit is imperative for our leaders to drive transformational change in our business and deliver excellence in customer service.
Accountability – Believes in taking ownership of personal and team results. Empowers and entrusts team members in accomplishing competitive goals.
Employee Empowerment – Recruits, leads, and develops high achieving employees. Provides valuable opportunities for professional growth, recognizing that talent development is a key driver of business success.
Exemplify Values – Naturally embodies our core values of Integrity, Hard Work, Teamwork and Caring.

Qualifications

SKILLS/QUALIFICATIONS:

• Bachelor’s degree required, master’s degree is a plus
• Minimum of ten (10) years of financial sales, investment, or portfolio management experience required
• Minimum of five (5) years of wealth management experience required
• Ability to attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment required
• Certified Financial Planning certification highly desired
• Ability to present situations and resolutions effectively
• Ability to travel as business needs arise, some travel may require overnight stay
• Ability to read and interpret legal documents
• Ability to design, develop, and support fiduciary responsibilities and transactions
• Ability to sell financial solutions to clients and prospects
• Excellent customer service skills

KEY COMPETENCIES:

• Industry Knowledge and Expertise
• Client relationship building
• Business development focused
• Sound judgement and decision making
• Presentation Skills

Essential Functions:

• Ability to sit for extended period of times
• Ability to converse and exchange information with all levels of staff within organization and external clients for extended period of times.
• Ability to observe, perceive, identify, and translate data
• Ability to travel via air, rail, automobile and/or bus.

This job description is not intended to be all-inclusive and the employee will also perform other duties as assigned. It is not an employment contract. United Bank reserves the right to modify job duties or job descriptions at any time.

Company Profile

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Mortgage Loan Officer (Morgantown, WV, US, 26505)

The Mortgage Originator originates residential mortgage loans in the secondary market, thereby providing a broader array of mortgage loans products to our customers and enhancing the bank’s fee based income. The Mortgage Originator is to develop referral relationships with realtors, builders, bankers and other strategic partners for the purpose of generating residential mortgages through ongoing sales efforts, including Bank’s Affordable Housing Loan Program.

RESPONSIBILITIES:

Meet with customer or prospective customer to identify client needs and to sell mortgage loan programs
Interview applicants and requests specified information for loan applications such as credit history, income, assets, investments, debt, and other necessary documentation such as information about the property
Analyze information provided by the customer and identifies customer needs and recommends the appropriate Bank product offerings and options
Advise customers on the risks and benefits of an assortment of mortgage loan options to achieve the mortgage loan that is most appropriate based on their individual financial situation while helping them achieve their financial goals
Communicate with or interviews applicants or creditors to resolve questions regarding application information.
Remain primary contact with borrower during application to closing process to obtain documentation necessary to facilitate the mortgage loan process
Analyze potential loan markets to develop prospects for loans.
Develop new business from multiple sources while retaining existing business.
Develop and maintain working relationships with realtors, builders and other strategic referral partners.
Responsible for knowing underwriting guidelines and scenarios for conventions, FHA/VA, and subprime mortgages and staying up-to-date on market conditions
Cross sell other Bank products to clients as the opportunity arises.
Maintains thorough knowledge of pricing and underwriting requirements. Must be able to disclose and discuss parameters of various programs including pricing, interest rates, and fees associated with each loan program
Submits complete loan packages for processing and final underwriting approval.
Maintains the ability to pre-qualify clients at initial meeting.
Based on the location within a market, may be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures.
Based on the location within a market, will be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required

Bachelor’s degree or three years of direct related experience or equivalent combination of education and experience required.

Proficiency in Microsoft Office Products
Must have working knowledge of underwriting guidelines and other related regulations
Strong sales environment demeanor
Account Management and customer service focused
Strong attention to detail and ability to multi-task
Excellent written and verbal communications skills
Ability to identify potential banking opportunities and comfortable work with prospective clients
Knowledgeable in automated underwriting engines and capable of reviewing findings with a clear understanding of terms of approval
Ability to obtain strong product knowledge
Ability to travel frequently off-site of work location for client meetings or business development functions and opportunities.
Ability to work flexible hours to meet the client and business development requirements
Ability to possess a NMLS license or obtain NMLS license within a reasonable timeframe
Ability to complete ongoing NMLS training and ensure SAFE Act compliance as required

KEY COMPETENCIES:

Ethical
Interpersonal Skills
Professional relationship building and client management skills
Professional Sales focused

Essential Functions:

Sitting or standing for extended periods of time.
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via air, rail, automobile and/or bus.

At United, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service. While we offer competitive products, services, rates, and technology, the level of service we provide and our commitment to building relationships is what sets us apart from our competitors. Our 211 full-service banking offices and 15 loan origination offices in West Virginia, Maryland, Virginia, Ohio, Georgia, Pennsylvania, North Carolina, South Carolina and Washington, D.C. are each built on customer service and commitment to the community. United is backed by a history of safe, sound and secure banking practices that have allowed us to navigate through decades of changing economic environments. Because of this, our employees, customers, shareholders and communities can rely on us to be their banking partner for decades to come. At United, our strength is our people, and we are committed to nurturing an inclusive culture that is reflective of the communities we serve; celebrates diversity of thought, backgrounds, and experience; promotes respect and a shared purpose; and aligns with our core values. Member FDIC. Equal Housing Lender. Equal Opportunity Employer.

Sales Associate Supervisor (Morgantown, WV, US, 26505)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Leadership Skills
•   Communications Skills

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Sales Associate (Rosedale, MD, US, 21237)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Dependability (Attendance & Punctuality)
•   Task Management

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

In Rosedale, MD, the expected base pay salary range for this role is $38,769 - $62,031, placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.

Operations Specialist (Charleston, WV, US, 25387)

Job Description

The Operations Specialist is responsible for daily, weekly and monthly reconciliations for Internal DDA and General Ledger accounts by checking the accuracy of figures, calculations and postings pertaining to credit and debit transactions. Comply with Bank’s policy and procedures for identifying, researching and clearing of discrepancies so that corrective action can be taken. Handling of Remote Branch Capture scanned transactions that appear out of balance.

RESPONSIBILITIES:

Prepare financial reconciliations by gathering information from Internal DDA accounts, general ledger system and departmental transactions on a daily basis.
Follow established policy and procedures within the reconcilement department’s area of responsibility.
Interact periodically with branch personnel and other departments, typically in conjunction with transaction initiation and researching discrepancies and resolving them.
Process financial entries for clearing corresponding Bank and 3rd party vendor charges within established guidelines.
Assemble supporting documentation with reconcilements for audits.
Research and clearing of Remote Branch Capture scanned transactions.

Qualifications

High School diploma or equivalent;
Proficiency in Microsoft Excel and Word
Functional knowledge of Accounting/Finance concepts
Capability to multi-task and be detail oriented
Ability to work in a fast paced environment.

KEY COMPETENCIES:

Analysis – notices discrepancies and inconsistence with information provide by different resources, identify information needed to clarify a situation, and seek information from appropriate sources.
Collaboration – ability to develop, maintain, and strengthen relationship with others inside and outside the organization who can provide information, assistance or support the department to meet goals and objectives.
Communication – ability to ensure that information is passed on to others who should be kept informed on a regular and consistent basis using multiple channels or means to communicate, keep his/her manager informed about progress and problems.
Teamwork – ability and desire to work cooperatively with others on a team and provide assistance to others when needed.
Thoroughness – ensuring that work and information are complete and accurate; following up with others to ensure commitments have been fulfilled.
Flexibility – openness to different and new ways of doing things; willingness to modify to new organizational structures, procedures and technology.
Technical/Professional Knowledge – possesses, acquires, and maintains the technical/professional knowledge required to do the job effectively and to create solutions. Technical/professional knowledge is demonstrated through problem solving, applying professional judgment, and performance.

ESSENTIAL FUNCTIONS:

Sitting for extended periods of time.
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Treasury Services Business Development Officer (Vienna, VA, US, 22182)

Job Description

JOB SUMMARY:

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES:

•   Business Development
•   Relationship Management
•   Must be a self-starter
•   Problem solving skills

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Fiduciary Wealth Advisor (Washington, DC, US, 20036)

Job Description

The Fiduciary Wealth Advisor’s role is to serve as the relationship manager for a diverse network of clients as well as manage fiduciary accounts and relationships. These relationships may consist of estates, trusts, investment management, custody, IRA and escrow accounts. This position requires a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Fiduciary Wealth Advisor actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals. The ideal candidate will be able to operate in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centered focus.

RESPONSIBILITIES:

Responsible for team initiatives, including participation in joint prospect and client meetings and responding to inquiries as appropriate
Ability to discuss investment performance, economic and financial market trends with ultra-high net worth clients which can be individuals, families or institutions
Manage client relationships and meet with clients (on and off Bank premises) on a quarterly basis, or as needed, to review portfolio performance and present appropriate recommendations to address their continued needs.
Actively seek and develop leads and referrals from current clients and outside contacts. Prospect for new clients by asking for referrals from existing clients.
Cultivate a network through social contacts and community participation by developing a network of external Centers of Influence to help drive referral opportunities
Prepare and present sales materials to prospective clients
Implement financial products and services offered through the Wealth Management platform; recommend changes when necessary
Maintain the internal contact management database and monitor the frequency of client and prospect contact
Foster open communication with other Bank departments. Develop relationships with internal partners for cross referral opportunities.
Engage in fiduciary decision making through account management of client trust accounts according to each of the legal document directives.
Handle risk management and resolution of legal and compliance issues by ensuring that internal compliance and proper documentation requirements are met consistent with internal fiduciary policies and procedures regarding the Trust documents including discretionary actions and all other Bank policies and guidelines. Escalate issues or concerns as needed.
Perform daily account oversight on various functions pertaining to client accounts such as overdrafts, check issuances, payments of client bills, etc.
Review pertinent account information on the trust accounting system daily such as cash balances, ensure accuracy of posted transactions. Troubleshoot and resolve any findings.
Prepare or oversee annual or quarterly account reviews for each account.
Review performance of investments with the assigned portfolio manager for each account to insure proper investment allocations and profitability
Maintain relationships and grow assets under management by working with current and remainder beneficiaries for future business potential.
Prepare, analyze and present requests for all discretionary matters related to their accounts to the Wealth Management Committee according to Trust documents and regulatory guidelines
Ensure audit exceptions and out of compliance items are managed monthly within appropriate timeframe allowed on each situation
Stay abreast of current federal and state regulations applicable to taxation and other Trust management related areas as well as changes to the same

Qualifications

Bachelor’s degree required
Minimum of five (5) years of financial sales, investment, or portfolio management experience required
Minimum of three (3) years of wealth management experience required
Ability to attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment
Certified Financial Planning certification highly desired
Demonstrated experience in effective account/relationship management required
Ability to present situations and resolutions effectively
Ability to travel as business needs arise, some travel may require overnight stay
Ability to read and interpret legal documents
Ability to design, develop, and support fiduciary responsibilities and transactions
Ability to sell financial solutions to clients and prospects
Excellent oral and written communication skills
Proficient in Microsoft Office products
Ability to provide attentive and thoughtful client service
Ability to consistently represent the Bank in a professional manner
Strong organizational skills and detail oriented
Ability to handle multiple tasks simultaneously
Excellent customer service skills

KEY COMPETENCIES:

Industry Knowledge and Expertise
Client relationship building
Consultative professionalism
Effective account management
Regulatory compliance focused
Sound judgement and decision making
Presentation Skills
Entrepreneurial Spirit

Essential Functions:

Ability to sit for extended period of times
Ability to converse and exchange information with all levels of staff within organization and external clients for extended period of times.
Ability to observe, perceive, identify, and translate data
Ability to travel via air, rail, automobile and/or bus.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Sales and Service Representative (Bethesda, MD, US, 20814)

Job Description

RESPONSIBILITIES:

Keep up-to-date on Bank products and services to effectively provide financial solutions to customers
Effectively profiles customers, opens accounts, and cross-sells appropriate Bank products and services
Take responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
Ensure delivery of excellent customer service throughout the Bank by adhering to sales and @ your service standards and protocols
Has knowledge and complies with Bank security and operating policies and procedures, as well as compliance regulations, including KYC, OFAC, CIP, and customer privacy policy
Adheres to cash differences/controllable losses policy
Maintain dual control on all vaults/safes containing cash/negotiables, if applicable
May serve as approval on branch transactions
As business needs arise, ability to perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis
As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours
Based on branch location within a market, will be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures
Based on branch location within a market, will be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required

Qualifications

High School Diploma or equivalent required, bachelor’s degree preferred
Minimum one (1) year customer service or related working experience required
Must possess an NMLS license or obtain NMLS license within 90 days of employment
Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required
Excellent verbal and written communications skills in Spanish or additional language a plus.
Ability to demonstrate a sales oriented professional demeanor
Excellent verbal, written, and interpersonal skills
Very well organized and ability to deal with multiple priorities
Proficiency in Microsoft Office products
Previous banking experience a plus; an understanding and working knowledge of appropriate core banking applications
Ability to represent the Bank in a professional manner at all times
Ability to travel as business necessity arises to other branch locations to ensure proper staffing on a daily basis
Flexibility on work schedule as business needs arise

KEY COMPETENCIES:

Excellent Customer Service Skills
Strong Communication Skills
Task Management
Professionalism
Sales aptitude demeanor

Essential Functions:

Sitting and standing for extended periods of time.
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via airplane, automobile, bus and/or train

Company Profile

In Bethesda, MD, the expected base pay salary range for this role is $42,369 - $67,791, placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry training, wellness initiatives, mentoring and leadership programs.

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Sales Associate (Mableton, GA, US, 30126)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Dependability (Attendance & Punctuality)
•   Task Management

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Sales Associate (Charleston, WV, US, 25301)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Dependability (Attendance & Punctuality)
•   Task Management

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Corporate Trust Advisor, Sr (Charleston, WV, US, 25301)

Job Description

The Senior Corporate Trust Advisor is responsible for ongoing delivery of quality services to clients within the Corporate Trust Group, and provides an expert level of guidance and advice. The Corporate Trust Advisor stays abreast of market conditions and trends, develops new business, cross-trains team members and maintains the Group’s budget.

RESPONSIBILITIES:

• Develops a broad understanding and effectively presents our capabilities related to Corporate Trust Services.
• Accountable for the full scope of account management of assigned institutional clients, including but not limited to, daily transactions processing, managing bond payments, ensuring funds are invested properly, and overseeing compliance with bond indentures or other governing documents.
• Maintains compliance with policies and procedures to ensure superior client service, as well as acceptable audits and examinations.
• Responsible for the review and analysis of new bond issues with assistance of counsel.
• Responsible for preparation and execution of monthly reports for bond payments.
• Responsible for reviewing all client fee invoices for accuracy and collection of past due invoices.
• Maintains good relationships with attorneys, underwriters, commercial lenders and other centers of influence for referrals.
• Is fully engaged in new business development activities.
• Identifies cross-selling opportunities within existing relationships to better serve clients and increase revenues, particularly in the areas of deposits and investment management services.
• Coaches, trains and evaluates performance of Corporate Trust Group team members.
• Supports overall goals of the Wealth Management Group by adhering to budget and growing our business.
• Works closely with others in department on various other duties and projects as necessary.

Qualifications

• Bachelor’s degree required.
• Professional designation preferred (i.e., advanced degree, CCTS).
• Minimum of five (5) years of related professional working experience required.
• Past experience in corporate trust, bond administration, agencies and escrows highly preferred.
• Proficiency in Microsoft Office Products (Word, Excel, etc.) and utilizing the internet required.
• Prior experience working in sales is a plus.
• Ability to travel up to 20% for client meetings and bond closings.
• Excellent verbal and written communication skills.
• Ability to interpret bond indentures and governing documents.
• Understanding of basic accounting and banking concepts.
• Ability to work independently and in a team environment.
• Excellent customer service skills and ability to multi-task in a fast-paced environment.
Essential Functions
• Sitting for extended periods of time.
• Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to observe, perceive, identify and translate data.
• Ability to travel via airplane, bus, train and/or automobile.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Branch Manager III (Falls Church, VA, US, 22043)

Job Description

This Branch Manager opportunity will be responsible for managing the functions of a full-service branch, including maintaining existing and developing new customer relationships, both personal and business. The Branch deposit size normally exceeds $75,000,000 in a single branch over in a combination of managing multiple branches. Accountability includes achieving sales performance objectives of the branch relating to deposit growth, fee income, and expense control. Responsible for the supervising, coaching, and developing of branch staff and ensuring the communication and adherence with all Bank best practices, policies, procedures, and regulations.

RESPONSIBILITIES:

Leads by example and proactively builds existing retail and business customer relationships and develops new consumer relationships
Develops new business relationships by identifying qualified prospects, using pre-call planning tools and resources, and following up with all external business development calls
Achieves sales performance goals and objectives relating to, deposit growth, investment and fee income, and cost control
Reinforces sales skills to effectively uncover customer needs and recommend appropriate Bank products and services
Manages and coaches the branch sales team to effectively provide financial solutions to customers
Provides customer resolution to problems and inquiries through direct personal action or referral to the proper department
Has knowledge of and complies with Bank security and operating policies and procedures, as well as compliance regulations including KYC, OFAC, CIP, and Information Security policies and procedures
Ensures that dual control is in place for all vaults/safes containing cash/negotiables
Coordinates with Regional Managers and Human Resources on the hiring of new employees, performance reviews, employee discipline, terminations and salary adjustments
Takes responsibility in meeting monthly branch and/or individual scorecard sales goals on a consistent basis by monitoring self-performance and following action plans
Keeps up-to-date on Bank products and services to effectively provide financial solutions to customers, as well as to branch sales team
Provides regular team meetings for branch personnel to convey information received in seminars, manager’s meetings, conference calls and other sources
Refers customers to wealth management, brokerage and commercial representatives as appropriate
Manages the approval of all new accounts, the approval of checks for cashing, and the signing of official checks and certificates of deposit
Manages overall responsibility for settlement of branch cash
Conducts audits and oversees completion of monthly and quarterly branch audits
Opens and closes branch office adhering to bank’s security policy and procedures
Participates as a member of branch-local civic organizations to promote Bank name, products and services
Coaches and ensures that best practices are being followed with regard to mystery shops, @ your service standards, and the distribution and effective discussion of bank marketing materials, as assigned
May be responsible for managing more than one Branch
As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled work hours.

Qualifications

Bachelor’s degree preferred or equivalent work experience;
Minimum of five (5) years experience a management capacity required
Excellent verbal and written communications skills in Spanish or additional language a plus.
Must possess an NMLS license or obtain NMLS license within 90 days of employment
Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required
Strong sales and service skills;
Strong planning and organizational skills;
Strong communication, problem solving, and coaching skills.
Proficiency in Microsoft Office products
Demonstrated strong interpersonal skills
Demonstrated ability to be flexible and adaptable
Ability to travel to other branch locations as business needs arise
Flexibility on work schedule as business needs arise

KEY COMPETENCIES:

Accountability
Leadership Skills
Interpersonal Skills
Strategic Planning and Execution
Organization

Essential Functions:

Sitting for extended periods of time.
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via air, rail, automobile and/or bus.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Branch Manager II (North Chesterfield, VA, US, 23235)

Job Description

This Branch Manager opportunity will be responsible for managing the functions of a full service branch, including maintaining existing and developing new customer relationships, both personal and business. The Branch deposit size normally exceeds $25,000,000-75,000,000 in a single branch over in a combination of managing multiple branches. Accountability includes achieving sales performance objectives of the branch relating to deposit growth, fee income, and expense control. Responsible for the supervising, coaching, and developing of branch staff and ensuring the communication and adherence with all Bank best practices, policies, procedures, and regulations.

RESPONSIBILITIES:

Leads by example and proactively builds existing retail and business customer relationships and develops new consumer relationships
Develops new business relationships by identifying qualified prospects, using pre-call planning tools and resources, and following up with all external business development calls
Achieves sales performance goals and objectives relating to, deposit growth, investment and fee income, and cost control
Reinforces sales skills to effectively uncover customer needs and recommend appropriate Bank products and services
Manages and coaches the branch sales team to effectively provide financial solutions to customers
Provides customer resolution to problems and inquiries through direct personal action or referral to the proper department
Has knowledge of and complies with Bank security and operating policies and procedures, as well as compliance regulations including KYC, OFAC, CIP, and Information Security policies and procedures
Ensures that dual control is in place for all vaults/safes containing cash/negotiables
Coordinates with Regional Managers and Human Resources on the hiring of new employees, performance reviews, employee discipline, terminations and salary adjustments
Takes responsibility in meeting monthly branch and/or individual scorecard sales goals on a consistent basis by monitoring self-performance and following action plans
Keeps up-to-date on Bank products and services to effectively provide financial solutions to customers, as well as to branch sales team
Provides regular team meetings for branch personnel to convey information received in seminars, manager’s meetings, conference calls and other sources
Refers customers to wealth management, brokerage and commercial representatives as appropriate
Manages the approval of all new accounts, the approval of checks for cashing, and the signing of official checks and certificates of deposit
Manages overall responsibility for settlement of branch cash;
Conducts audits and oversees completion of monthly and quarterly branch audits
Opens and closes branch office adhering to bank’s security policy and procedures
Participates as a member of branch-local civic organizations to promote Bank name, products and services
Coaches and ensures that best practices are being followed with regard to mystery shops, @ your service standards, and the distribution and effective discussion of bank marketing materials, as assigned
May be responsible for managing more than one Branch
As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled work hours.

Qualifications

Bachelor’s degree preferred or equivalent work experience;
Minimum of five (5) years experience a management capacity required
Excellent verbal and written communications skills in Spanish or additional language a plus.
Must possess an NMLS license or obtain NMLS license within 90 days of employment
Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required
Strong sales and service skills;
Strong planning and organizational skills;
Strong communication, problem solving, and coaching skills.
Proficiency in Microsoft Office products
Demonstrated strong interpersonal skills
Demonstrated ability to be flexible and adaptable
Ability to travel to other branch locations as business needs arise
Flexibility on work schedule as business needs arise

KEY COMPETENCIES:

Accountability
Leadership Skills
Interpersonal Skills
Strategic Planning and Execution
Organization

Essential Functions:

Sitting for extended periods of time.
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via air, rail, automobile and/or bus.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Branch Manager III (Lawrenceville, GA, US, 30043)

Job Description

RESPONSIBILITIES:

Leads by example and proactively builds existing retail and business customer relationships and develops new consumer relationships
Develops new business relationships by identifying qualified prospects, using pre-call planning tools and resources, and following up with all external business development calls
Achieves sales performance goals and objectives relating to, deposit growth, investment and fee income, and cost control
Reinforces sales skills to effectively uncover customer needs and recommend appropriate Bank products and services
Manages and coaches the branch sales team to effectively provide financial solutions to customers
Provides customer resolution to problems and inquiries through direct personal action or referral to the proper department
Has knowledge of and complies with Bank security and operating policies and procedures, as well as compliance regulations including KYC, OFAC, CIP, and Information Security policies and procedures
Ensures that dual control is in place for all vaults/safes containing cash/negotiables
Coordinates with Regional Managers and Human Resources on the hiring of new employees, performance reviews, employee discipline, terminations and salary adjustments
Takes responsibility in meeting monthly branch and/or individual scorecard sales goals on a consistent basis by monitoring self-performance and following action plans
Keeps up-to-date on Bank products and services to effectively provide financial solutions to customers, as well as to branch sales team
Provides regular team meetings for branch personnel to convey information received in seminars, manager’s meetings, conference calls and other sources
Refers customers to wealth management, brokerage and commercial representatives as appropriate
Manages the approval of all new accounts, the approval of checks for cashing, and the signing of official checks and certificates of deposit
Manages overall responsibility for settlement of branch cash
Conducts audits and oversees completion of monthly and quarterly branch audits
Opens and closes branch office adhering to bank’s security policy and procedures
Participates as a member of branch-local civic organizations to promote Bank name, products and services
Coaches and ensures that best practices are being followed with regard to mystery shops, @ your service standards, and the distribution and effective discussion of bank marketing materials, as assigned
May be responsible for managing more than one Branch
As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled work hours.

Qualifications

Bachelor’s degree preferred or equivalent work experience;
Minimum of five (5) years experience a management capacity required
Excellent verbal and written communications skills in Spanish or additional language a plus.
Must possess an NMLS license or obtain NMLS license within 90 days of employment
Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required
Strong sales and service skills;
Strong planning and organizational skills;
Strong communication, problem solving, and coaching skills.
Proficiency in Microsoft Office products
Demonstrated strong interpersonal skills
Demonstrated ability to be flexible and adaptable
Ability to travel to other branch locations as business needs arise
Flexibility on work schedule as business needs arise

KEY COMPETENCIES:

Accountability
Leadership Skills
Interpersonal Skills
Strategic Planning and Execution
Organization

Essential Functions:

Sitting for extended periods of time.
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via air, rail, automobile and/or bus.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Portfolio Manager (Lincolnton, NC, US, 28092)

Job Description

Qualifications

KEY COMPETENCIES:

•   Relationship Management
•   Appetite for Continuous Learning
•   Self-Motivated
•   Professionalism

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

Sales Associate (Aylett, VA, US, 23009)

Job Description

RESPONSIBILITIES:

Qualifications

SKILLS/QUALIFICATIONS:

KEY COMPETENCIES

•   Customer Service
•   Interpersonal Skills
•   Dependability (Attendance & Punctuality)
•   Task Management

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.