Banking Customer Experience Specialist

UNIFIED BANK; Lombardy Heights (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

UNIFIED BANK is seeking a Customer Service Representative in Bridgeport, OH. This role handles routine banking transactions, assists customers with account services, and supports sales efforts while maintaining accurate records.

The position emphasizes friendly service, accurate cash handling, and compliance with bank policies. The candidate will work as part of the Retail Banking team to ensure a positive UNIFIED experience for customers.

Qualifications

• Excellent business communication skills, both verbal and written.
• Experience with Microsoft Office and standard office software.
• Strong organizational skills and attention to detail.
• Ability to assist customers with banking needs and process transactions accurately.

Responsibilities

• Process bank transactions accurately and in a timely manner.
• Cross-sell products and refer to appropriate departments.
• Open/close accounts and maintain customer records.
• Answer calls and perform follow-up for marketing and sales purposes.
• Assist with ATM maintenance and safe deposit box procedures where applicable.
• Adhere to bank policies, regulatory requirements, and risk controls.

Skills

Customer service

Cash handling

Banking transactions

Cross-selling

Education

High School diploma or equivalency

Tools

Microsoft Office

Job description

UNIFIED BANK is seeking a Customer Service Representative in Bridgeport, OH. This role handles routine banking transactions, assists customers with account services, and supports sales efforts while maintaining accurate records.

The position emphasizes friendly service, accurate cash handling, and compliance with bank policies. The candidate will work as part of the Retail Banking team to ensure a positive UNIFIED experience for customers.