Client-Centric Banking Advisor

ERIEBANK; Erie (Erie County); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health insurance

401K match

Paid time off

Leave policies

Voluntary benefits

Employee assistance

Wellness program

Special loan rates

Student loan help

Reward programs

Job summary

ERIEBank in Erie, PA, seeks a Universal Associate to greet clients, discuss financial needs, and provide tailored banking solutions. You will perform transactions, assist with account openings, and support retail lending while upholding security and compliance standards.

The ideal candidate embraces positive energy and is motivated to deliver exceptional customer experiences, with a focus on achieving satisfaction, sales, and financial wellness conversations.

Qualifications

• High school diploma or GED required; related experience preferred.
• Background screening will be conducted.
• Professional communication and interpersonal skills.
• Ability to read, comprehend and interpret documents.
• Basic math and digital literacy required.

Responsibilities

• Greet clients warmly and initiate conversations; identify opportunities.
• Deliver an exceptional banking experience in every interaction.
• Process transactions, account openings, and retail lending accurately.
• Follow bank policies and procedures for security and compliance.
• Meet or exceed performance targets for customer satisfaction and sales.

Skills

Language skills

Technology skills

Mathematical skills

Reasoning ability

Education

High school diploma or GED

Secondary education preferred

Tools

Core transaction system

Debit card system

Statement processing system

Cash advance machines

Job description

ERIEBank in Erie, PA, seeks a Universal Associate to greet clients, discuss financial needs, and provide tailored banking solutions. You will perform transactions, assist with account openings, and support retail lending while upholding security and compliance standards.

The ideal candidate embraces positive energy and is motivated to deliver exceptional customer experiences, with a focus on achieving satisfaction, sales, and financial wellness conversations.