Financial Solutions Advisor

Unity Bank; Plainfield (NJ); On-site; USD 42,000 - 56,000; Full time

Job summary

Unity Bank in New Jersey seeks a Universal Banker to deliver exceptional customer service and grow customer relationships. You will open accounts, process transactions, cross-sell bank products, and resolve service issues with a focus on accuracy and compliance.

The role requires strong communication, cash handling experience, and the ability to work in a fast-paced team environment. Travel to local branches may be required.

Qualifications

• High School Diploma or equivalent with 3-5 years of retail experience.
• College degree preferred but not required.
• Prior cash handling or customer service experience.
• Strong organization and attention to detail.

Responsibilities

• Identify, develop, and close sales; cross-sell products/services.
• Discuss customers' financial needs and recommend suitable solutions.
• Demonstrate digital channel knowledge to expand relationships.
• Process deposits, withdrawals, transfers, wires and payments accurately.
• Open new accounts with proper documentation and compliance.

Skills

Sales

Cross-selling

Customer service

Digital banking

Cash handling

Banking operations

Education

High School Diploma

College degree

Tools

CRM

Financial apps

Job description

Unity Bank in New Jersey seeks a Universal Banker to deliver exceptional customer service and grow customer relationships. You will open accounts, process transactions, cross-sell bank products, and resolve service issues with a focus on accuracy and compliance.

The role requires strong communication, cash handling experience, and the ability to work in a fast-paced team environment. Travel to local branches may be required.