Banking Customer Service Relationship Specialist

United Bank Corporation; Griffin (GA); On-site; USD 34,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) plan

ESOP

FSA program

Wellness program

Paid holidays

Job summary

United Bank in Griffin, GA is seeking a Customer Service Representative (CSR) to be the first point of contact for customers. The role emphasizes delivering Signature Service, opening and maintaining accounts, and advising on tailored banking solutions to meet customer needs.

The CSR will build relationships, identify opportunities for cross-sell, and ensure accurate record-keeping while complying with banking regulations.

Qualifications

• High school diploma or equivalent required.
• Minimum of one year of customer service and/or sales experience preferred (banking experience a plus).
• Demonstrated ability to build relationships and provide consultative solutions.
• Strong computer proficiency and comfort learning new technology platforms.
• Excellent verbal and written communication skills.

Responsibilities

• Utilize a consultative sales approach to identify customers’ financial goals and recommend appropriate products and services.
• Open, maintain, and service a variety of deposit accounts and related financial services.
• Build and expand customer relationships through proactive outreach and follow-up.
• Resolve customer concerns by identifying root causes, implementing timely solutions, and ensuring complete resolution.
• Recognize cross-sell and referral opportunities and connect customers with appropriate internal partners.
• Accurately document and track customer interactions to support effective sales and service delivery.

Skills

Customer service

Sales experience

Communication skills

Relationship building

Problem solving

Technical proficiency

Attention to detail

Multitasking

Digital banking tools

Education

High school diploma or equivalent

Tools

Banking platforms

Online banking tools

Job description

United Bank in Griffin, GA is seeking a Customer Service Representative (CSR) to be the first point of contact for customers. The role emphasizes delivering Signature Service, opening and maintaining accounts, and advising on tailored banking solutions to meet customer needs.

The CSR will build relationships, identify opportunities for cross-sell, and ensure accurate record-keeping while complying with banking regulations.