Digital Banking Sales & Service Specialist

Unity Bank; Madison (NJ); In loco; USD 44.000 - 52.000; Tempo pieno

Descrizione del lavoro

Unity Bank seeks a customer-focused professional for our branch team to deliver excellent service while actively cross-selling banking products. You will open accounts, handle transactions, and guide customers through digital channels to meet their financial goals.

The role emphasizes needs-based selling, teamwork, and adherence to BSA/KYC policies. Strong communication and organizational skills are essential for success in a fast-paced retail environment.

Competenze

• High School Diploma or equivalent required with 3–5 years of comparable Retail experience.
• College degree preferred, not required.

Mansioni

• Identifies, develops, and closes sales; cross-sells products/services.
• Engages customers to assess needs and recommend products and services.
• Demonstrates digital banking knowledge to cross-sell and expand relationships.
• Processes cash transactions accurately and safeguards bank items.
• Open new accounts with proper documentation and comply with policies.

Conoscenze

Customer service

Needs-based selling

Cross-selling

Digital banking knowledge

Communication skills

Formazione

High School Diploma or equivalent

Strumenti

CRM

Microsoft Excel

Bank systems

Descrizione del lavoro

Unity Bank seeks a customer-focused professional for our branch team to deliver excellent service while actively cross-selling banking products. You will open accounts, handle transactions, and guide customers through digital channels to meet their financial goals.

The role emphasizes needs-based selling, teamwork, and adherence to BSA/KYC policies. Strong communication and organizational skills are essential for success in a fast-paced retail environment.