Banking Services Associate I: Grow Customer Relationships

United Bank of Southwest AL & Northwest FL; Silverhill (AL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

BCBS medical

Dental insurance

Vision insurance

401k with company match

Profit sharing

Annual bonus opportunity

Job summary

United Bank is seeking a Financial Services Representative I in Silverhill to deliver exceptional service and match customers with suitable banking products. You will develop relationships via in-person and phone interactions, drive referrals, and support transactions while safeguarding assets.

The role requires strong communication, a customer-focused mindset, and the ability to manage multiple tasks in a fast-paced branch environment. Full-time position with professional expectations.

Qualifications

• 1+ year in banking, finance, or insurance with customer service and sales experience.
• High School diploma or equivalent required.
• Proficiency with MS Office (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Develop knowledge of customer needs through in person and phone interactions.
• Identify referral opportunities to deepen customer relationships.
• Greet customers professionally and assist with transactions and requests.
• Safeguard bank assets and process deposits, withdrawals, and transfers accurately.
• Open accounts or maintain existing accounts as needed.

Skills

Customer service

Sales

Communication

Education

High School diploma or equivalent

Associate’s degree or higher in business or finance

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Job description

United Bank is seeking a Financial Services Representative I in Silverhill to deliver exceptional service and match customers with suitable banking products. You will develop relationships via in-person and phone interactions, drive referrals, and support transactions while safeguarding assets.

The role requires strong communication, a customer-focused mindset, and the ability to manage multiple tasks in a fast-paced branch environment. Full-time position with professional expectations.