Banking Customer Success & Solutions Specialist

United Community; Ellijay (GA); On-site; USD 26,000 - 28,000; Full time

Job summary

United Community in Ellijay, GA is seeking a friendly, detail-oriented Customer Service Representative to help customers with all banking needs. You will answer questions, promote products, and ensure accurate account maintenance while upholding strong service standards.

You will open deposit accounts, assist with disclosures and policy questions, and collaborate with team members to deliver a seamless customer experience. A high school diploma and in-house training are required.

Qualifications

• High School diploma or equivalent required.
• Completion of in-house training program.
• Strong interpersonal and communication skills required.
• Experience in sales preferred.
• Ability to operate bank software programs.
• Proficient keyboarding skills.

Responsibilities

• Provide exceptional service to meet customers and prospects’ banking needs.
• Support existing customer relationships and maintain excellent service.
• Provide account guidance and information; update customers on policies.
• Open and maintain deposit accounts (IRAs, CDs) and other banking products.
• Actively sell products and services using a needs-based approach.
• Resolve customer complaints with tact and professionalism.
• Answer customer inquiries and assist other staff as needed.
• Handle disputes on debit cards and related research.

Skills

Customer service

Sales

Communication

Interpersonal skills

Keyboarding

Education

High School diploma or equivalent

In-house training program

Tools

Bank software

Job description

United Community in Ellijay, GA is seeking a friendly, detail-oriented Customer Service Representative to help customers with all banking needs. You will answer questions, promote products, and ensure accurate account maintenance while upholding strong service standards.

You will open deposit accounts, assist with disclosures and policy questions, and collaborate with team members to deliver a seamless customer experience. A high school diploma and in-house training are required.