Relationship Banker

Unity Bank; Lakewood Township (NJ); On-site; USD 28,000 - 37,000; Full time

Job summary

Unity Bank is seeking a customer-focused associate in New Jersey to deliver exceptional service, open accounts, process transactions, and actively cross-sell bank products. You will engage customers, understand financial needs, and guide them through digital channels while maintaining accuracy and compliance.

The role requires strong communication, organizational skills, and teamwork in a fast-paced retail setting within a branch environment.

Qualifications

• High School Diploma or equivalent with 3–5 years of 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.
• Excellent computer skills in Microsoft Windows—Word, Excel, Outlook.
• Familiarity with bank systems, CRM, financial apps preferred.

Responsibilities

• Identifies, develops, and closes sales; cross-sells products/services.
• Engages customers to understand financial needs and recommend solutions.
• Demonstrates digital banking channels and cross-sells to expand relationships.
• Drives proactive sales and service conversations via inbound/outbound interactions.
• Maintains customer relationships and participates in branch activities.
• Processes deposits, withdrawals, transfers, wires, and payments accurately.
• Opens new accounts with proper documentation and compliance.

Skills

Customer service

Sales

Cross-selling

Communication skills

Digital banking

Cash handling

Education

High School Diploma

College degree preferred

Tools

CRM

Financial apps

Word

Excel

Outlook

Job description

Unity Bank is seeking a customer-focused associate in New Jersey to deliver exceptional service, open accounts, process transactions, and actively cross-sell bank products. You will engage customers, understand financial needs, and guide them through digital channels while maintaining accuracy and compliance.

The role requires strong communication, organizational skills, and teamwork in a fast-paced retail setting within a branch environment.