Banking Customer Experience Specialist

Unified Bank; Colerain Township (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

Unified Bank in Ohio is seeking a Customer Service Representative to process transactions, open and close accounts, and provide an exceptional customer experience. You will greet customers, handle deposits, and assist with nightly balancing while following bank policies.

Responsibilities include cross-selling suitable products, maintaining accurate records, and supporting branch operations at the Retail Banking level. Strong communication is required.

Qualifications

• High School diploma or equivalency.
• Excellent business communication skills, both verbal and written.
• Experience with Microsoft Office.
• Strong organizational skills.

Responsibilities

• Process bank transactions accurately and timely.
• Cross-sell products to customers and follow up as needed.
• Open and close savings/checking accounts, CDs, and IRAs.
• Answer and make customer calls for follow-up and sales.
• Maintain cash drawer and balance daily.
• Assist with vault, ATM tasks, and safe deposit duties as applicable.

Skills

Excellent business communication

Strong organizational skills

Microsoft Office

Education

High School diploma or equivalency

Tools

Microsoft Office

Job description

Unified Bank in Ohio is seeking a Customer Service Representative to process transactions, open and close accounts, and provide an exceptional customer experience. You will greet customers, handle deposits, and assist with nightly balancing while following bank policies.

Responsibilities include cross-selling suitable products, maintaining accurate records, and supporting branch operations at the Retail Banking level. Strong communication is required.