Relationship Banker & Digital Banking Expert

Unity Bank

Bethlehem (Clearfield County)

On-site

USD 35,000 - 50,000

Full time

14 days+
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Job summary

A regional bank in Clearfield County seeks an experienced Universal Banker. The position involves delivering outstanding customer service, managing account openings, and handling transactions. Ideal candidates will have 3-5 years of retail experience and strong skills in sales and cash handling. Proficiency in Microsoft Office and CRM systems is preferred. The role requires teamwork and a deep understanding of customer financial needs.

Qualifications

  • Minimum of 3-5 years of retail experience, preferably in banking.
  • Prior cash handling or customer service experience.
  • Must be organized and detail-oriented.

Responsibilities

  • Provide excellent customer service and maintain knowledge of products.
  • Open accounts, handle transactions, and resolve customer issues.
  • Engage in sales and cross-sell bank products.

Skills

Customer service
Sales techniques
Cash handling
Communication
Teamwork
Organization

Education

High School Diploma or equivalent
College degree preferred

Tools

Microsoft Word
Microsoft Excel
Microsoft Outlook
CRM Systems

Job description

A regional bank in Clearfield County seeks an experienced Universal Banker. The position involves delivering outstanding customer service, managing account openings, and handling transactions. Ideal candidates will have 3-5 years of retail experience and strong skills in sales and cash handling. Proficiency in Microsoft Office and CRM systems is preferred. The role requires teamwork and a deep understanding of customer financial needs.
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