Banking Customer Success Associate (CSR I)

United-Bank---Georgia; Redan (GA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Short-term disability

Long-term disability

Life insurance

401(k) plan

ESOP

FSA

Wellness program

Vacation time

Sick time

Paid holidays

Flexibility

Job summary

United Bank in Covington, GA is seeking a Customer Service Representative I (CSR I) for a full-time role. You will be the first point of contact, delivering Signature Service and supporting opening and maintaining individual and business accounts.

You will use a consultative approach to identify customer needs, recommend tailored banking solutions, and help customers navigate online and mobile banking, remote deposits, and other digital tools while complying with banking regulations.

Qualifications

• High school diploma or equivalent.
• 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.
• Strong analytical thinking and problem-solving abilities.
• Detail-oriented with the ability to manage multiple priorities in a fast-paced environment.
• Technologically proficient with the ability to quickly learn and adapt to new banking platforms, digital tools, and evolving financial technology.
• Comfortable assisting customers with digital banking services such as online banking, mobile apps, remote deposit capture, and other electronic services.

Responsibilities

• Use 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. Maintain strict adherence to internal controls, policies, and operational procedures.
• Comply with all applicable federal and state banking regulations, including but not limited to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Customer Identification Program (CIP) requirements. Collaborate effectively with team members and business partners to support branch and organizational goals.
• Actively participate in ongoing training and professional development to remain current on products, services, and regulatory changes.
• Other duties as assigned.

Skills

Consultative sales

Relationship building

Computer proficiency

Communication skills

Analytical thinking

Detail oriented

Learning agility

Digital banking tools

Education

High school diploma

Job description

United Bank in Covington, GA is seeking a Customer Service Representative I (CSR I) for a full-time role. You will be the first point of contact, delivering Signature Service and supporting opening and maintaining individual and business accounts.

You will use a consultative approach to identify customer needs, recommend tailored banking solutions, and help customers navigate online and mobile banking, remote deposits, and other digital tools while complying with banking regulations.