Client Relationship Banking Specialist

United Bank; Charleston (SC); On-site; USD 45,000 - 75,000; Full time

Job summary

United Bank in Charleston, SC seeks a customer service professional to manage relationships, support branch sales, and ensure accurate handling of transactions. The role emphasizes friendly client service, compliance, and teamwork.

Candidates should have a high school diploma, banking experience, ability to learn the bank's products, and strong communication in English (Spanish a plus). The position requires some travel within the branch region and proficiency with Word and Excel.

Qualifications

• High school diploma or equivalent required; Bachelor’s degree a plus.
• Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
• Prior experience in handling and being accountable for money is required
• Ability to successfully complete the Bank’s in-house Training Program within a reasonable timeframe required
• Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
• Excellent verbal and written communications skills in Spanish or additional language a plus.
• Ability to perform basic math calculations is required
• Demonstrates ability to interact confidently with clients is essential
• Ability to be initiative in self-directed learning of Bank’s products/services in order to expand and become well versed with the products/services offered.
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Products (Word, Excel) required
• Understanding and working knowledge of appropriate core banking system is beneficial
• Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
• Demonstrated professionalism is required
• Ability to travel within branch region of up to 15%<br/>

Responsibilities

• Sitting and standing for extended periods of time.
• Ability to reach over teller counter or desk area to receive customer transaction documents
• Ability to lift and carry up to 20 lbs
• Abilityto efficiently operate a computer keyboard, mouse, power tools, and other computer components.
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to observe, perceive, identify, and translate data
• Ability to travel via automobile or public transportation

Skills

Relationship management

Sales-oriented mindset

Verbal and written communication

Time management

Multi-tasking

Self-directed learning

Interpersonal skills

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office (Word, Excel)

Core banking system knowledge

Job description

United Bank in Charleston, SC seeks a customer service professional to manage relationships, support branch sales, and ensure accurate handling of transactions. The role emphasizes friendly client service, compliance, and teamwork.

Candidates should have a high school diploma, banking experience, ability to learn the bank's products, and strong communication in English (Spanish a plus). The position requires some travel within the branch region and proficiency with Word and Excel.