Customer-Centric Banking Specialist

Holiday Financial Services Corporation; Upper Darby (Delaware County); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Medical Insurance

401K with Company Match

Paid Time Off

Wellness Program

Employee Assistance Program

Job summary

ESSA Bank is seeking Universal Associates to greet clients, discuss financial solutions, and handle transactions with accuracy and care. The role emphasizes providing a superior banking experience, building trust, and following policies to protect client information. You will assist with accounts and retail lending while supporting team targets.

This position requires strong client focus, integrity, and willingness to uphold the bank’s standards and values in a dynamic office setting.

Qualifications

• LANGUAGE SKILLS: read, comprehend, and interpret documents; professional communication with clients and staff.
• TECHNOLOGY SKILLS: operate telephone systems, email, internet, and core banking systems.
• MATHEMATICAL SKILLS: perform basic arithmetic reliably for transactions and reconciliations.
• REASONING ABILITY: apply instructions and solve problems with several variables.
• PHYSICAL DEMANDS: standing, walking, and occasional lifting as part of the duties.

Responsibilities

• Greet clients enthusiastically and engage in conversations to uncover opportunities.
• Deliver exceptional banking experiences with accurate transactions and service.
• Open accounts, assist with retail lending, and maintain client records.
• Follow bank policies and procedures to ensure security and compliance.
• Meet or exceed performance targets for customer satisfaction and sales.

Skills

Language skills

Technology skills

Mathematical skills

Reasoning ability

Physical demands

Education

High school diploma or GED

Job description

ESSA Bank is seeking Universal Associates to greet clients, discuss financial solutions, and handle transactions with accuracy and care. The role emphasizes providing a superior banking experience, building trust, and following policies to protect client information. You will assist with accounts and retail lending while supporting team targets.

This position requires strong client focus, integrity, and willingness to uphold the bank’s standards and values in a dynamic office setting.