Client-Focused Banking Experience Specialist

ERIEBANK; Pennsylvania; On-site; USD 38,000 - 54,000; Full time

Job summary

ERIEBank is seeking a Universal Associate to greet clients, understand their banking needs, and offer tailored financial solutions. You will perform transactions, open accounts, and support retail lending while ensuring compliance and delivering exceptional service.

Ideal candidates have a high school diploma or GED, strong communication, and the ability to learn banking systems. The role emphasizes customer-centric service, teamwork, and integrity within a professional office environment.

Qualifications

• High school diploma or GED required; related experience preferred.
• Professional written and verbal communication required.
• Ability to read, comprehend, and interpret documents; learn bank systems.
• Background screening will be conducted.
• Physical ability to lift up to 25 pounds; occasional travel may be required.

Responsibilities

• Greet clients enthusiastically and engage in conversations to uncover opportunities and make product/service recommendations.
• Deliver an exceptional banking experience with every interaction.
• Perform accurate transactions, client maintenance, account openings, and retail lending at a high level.
• Follow bank policies and procedures to ensure security and compliance.
• Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.

Skills

Language skills

Tech skills

Math skills

Reasoning ability

Physical demands

Education

High school diploma or GED

Tools

Core transaction system

Debit card system

Statement processing system

Cash handling equipment

Job description

ERIEBank is seeking a Universal Associate to greet clients, understand their banking needs, and offer tailored financial solutions. You will perform transactions, open accounts, and support retail lending while ensuring compliance and delivering exceptional service.

Ideal candidates have a high school diploma or GED, strong communication, and the ability to learn banking systems. The role emphasizes customer-centric service, teamwork, and integrity within a professional office environment.