Bilingual Banking Relationship Specialist

United Bank

Mooresville (NC)

On-site

USD 34,000 - 42,000

Full time

14 days+

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Job summary

United Bank is seeking a customer-focused professional to join our branch team. You will handle daily client interactions, support sales initiatives, and build lasting relationships while delivering excellent service in a fast-paced banking environment.

The ideal candidate has a high school diploma (bachelor's a plus), 2–3 years of customer service or banking experience, strong written and spoken communication (Spanish a plus), basic math skills, and proficiency with Microsoft Office.

Qualifications

  • High school diploma or equivalent; bachelor's degree a plus.
  • 3 years of customer contact/service or 2 years in banking environment, preferably in a branch.
  • Experience handling money and being accountable for funds.
  • Completion of Bank’s in-house training program.
  • Sales-oriented and relationship-building demeanor.
  • Excellent verbal and written communications in Spanish or another language a plus.
  • Able to perform basic math.
  • Proficient with Microsoft Office.
  • Knowledge of core banking system beneficial.
  • Travel up to 15% within branch region.

Responsibilities

  • Interact with clients and process transactions with accuracy.
  • Support sales efforts and cross-sell banking products.
  • Build and maintain customer relationships.
  • Work independently and as part of a team.
  • Travel within branch region up to 15%.
  • Maintain professionalism and confidentiality.

Skills

Customer service
Sales oriented
Relationship building
Communication skills
Teamwork
Self-directed learning
Detail oriented
Multi-tasking
Initiative
Travel willingness

Education

High school diploma
Bachelor's degree a plus

Tools

Microsoft Office
Core banking system knowledge

Job description

United Bank is seeking a customer-focused professional to join our branch team. You will handle daily client interactions, support sales initiatives, and build lasting relationships while delivering excellent service in a fast-paced banking environment.

The ideal candidate has a high school diploma (bachelor's a plus), 2–3 years of customer service or banking experience, strong written and spoken communication (Spanish a plus), basic math skills, and proficiency with Microsoft Office.

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