Digital Banking Sales & Service Specialist

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

Job summary

Unity Bank is seeking a Universal Banker to deliver excellent customer service and a strong sales orientation at our New Jersey branch. You will open accounts, process transactions, and cross-sell bank products while building lasting client relationships.

The role requires 3–5 years of retail experience, strong communication skills, and familiarity with bank systems. A college degree is preferred but not required; a fast-paced team environment awaits.

Qualifications

• High School Diploma or equivalent with 3-5 years of comparable Retail experience.
• College degree preferred, not required.
• Prior cash handling or customer service experience.
• Must be extremely organized and detail-oriented.
• Must work well in a fast-paced, team environment.
• Excellent communication skills, both written and verbal.
• Proficiency in Word, Excel and Outlook required.
• Familiarity with bank systems (CRM, financial apps) preferred.

Responsibilities

• Identifies, develops, and closes sales; cross-sells products/services.
• Engage customers to assess complete financial needs and recommend solutions.
• Demonstrate digital channel knowledge to cross-sell and deepen relationships.
• Conduct deposits, withdrawals, transfers, wires, and payments accurately.
• Open new accounts with complete and accurate documentation.
• Adhere to policies, procedures, and compliance requirements.
• Assist customers with inquiries and resolve issues professionally.

Skills

Sales

Cross-selling

Customer service

Digital channels

Relationship building

Education

High School Diploma or equivalent

College degree preferred

Tools

CRM

Microsoft Word

Excel

Outlook

Job description

Unity Bank is seeking a Universal Banker to deliver excellent customer service and a strong sales orientation at our New Jersey branch. You will open accounts, process transactions, and cross-sell bank products while building lasting client relationships.

The role requires 3–5 years of retail experience, strong communication skills, and familiarity with bank systems. A college degree is preferred but not required; a fast-paced team environment awaits.