Client-Focused Banking Advisor

Unity Bank; Clinton (NJ); On-site; USD 42,000 - 54,000; Full time

Job summary

Unity Bank is seeking a Retail Banking Associate to deliver exceptional customer service while promoting banking products and services. You will open accounts, process transactions, and assist customers with inquiries, ensuring accuracy and compliance with policies.

In a fast-paced branch setting, you will build relationships, support community initiatives, and collaborate with teammates to meet financial goals.

Qualifications

• High School Diploma with 3–5 years retail experience.
• Excellent communication and organizational skills.
• Strong cash handling and basic computer proficiency.

Responsibilities

• Open accounts and process deposits, withdrawals, and transfers.
• Cross-sell bank products and services to meet client needs.
• Provide outstanding customer service and resolve inquiries and issues.
• Ensure compliance with bank policies and procedures.
• Travel for meetings, community involvement and coverage of local branches.

Skills

Customer service

Needs-based selling

Cross-selling

Digital channels

Communication skills

Excel

CRM

Banking software

Team collaboration

Attention to detail

Education

High School Diploma

College degree preferred

Tools

CRM

Banking software

Job description

Unity Bank is seeking a Retail Banking Associate to deliver exceptional customer service while promoting banking products and services. You will open accounts, process transactions, and assist customers with inquiries, ensuring accuracy and compliance with policies.

In a fast-paced branch setting, you will build relationships, support community initiatives, and collaborate with teammates to meet financial goals.