Relationship Banking Specialist

United Bank; Pennsylvania; On-site; USD 42,000 - 63,000; Full time

Job summary

United Bank in Pennsylvania seeks an experienced customer service professional to join our branch network. You will handle customer contacts, manage accounts, and support sales and service goals while adhering to bank policies.

Requirements include a high school diploma, 3 years in customer service or 2 years in banking, ability to travel up to 15%, and proficiency in Microsoft Office; Spanish language skills are a plus. This full-time role offers career growth and on-the-job training.

Qualifications

• High school diploma or equivalent required; a bachelor’s degree is a plus.
• Minimum three years of customer contact and service experience or two years in banking, preferably in a branch.
• Experience handling and being accountable for money is required.
• Must complete the bank’s in-house training program.
• Sales-oriented and relationship-building demeanor essential.
• Excellent verbal and written communication skills in Spanish or another language a plus.
• Ability to perform basic math calculations.
• Proficient in Microsoft Office (Word, Excel).
• Ability to travel within branch region up to 15%.

Responsibilities

• Interact confidently with clients and provide service in a banking environment.
• Assist with relationship development and business development opportunities.
• Maintain organization and time management.

Skills

Relationship management

Business development

Communication

Sales-oriented

Teamwork

Self-directed learning

Customer service

Education

High school diploma

Bachelor’s degree (preferred)

Tools

Microsoft Office

Core banking system

Job description

United Bank in Pennsylvania seeks an experienced customer service professional to join our branch network. You will handle customer contacts, manage accounts, and support sales and service goals while adhering to bank policies.

Requirements include a high school diploma, 3 years in customer service or 2 years in banking, ability to travel up to 15%, and proficiency in Microsoft Office; Spanish language skills are a plus. This full-time role offers career growth and on-the-job training.