Universal Banker - Customer-Focused Banking & Sales

Unity Bank; SOUTH PLAINFIELD (NJ); On-site; USD 42,000 - 66,000; Full time

Job summary

Unity Bank is seeking an Universal Banker to deliver exceptional customer service and proactively identify opportunities to meet clients’ financial goals. The role combines account opening, transaction handling, cross-selling, and problem solving to build lasting relationships.

You will engage customers face-to-face, demonstrate digital channel tools, and work within a team to meet branch targets while adhering to compliance and cash handling procedures.

Qualifications

• Minimum 3–5 years of retail experience with cash handling.
• Strong formal communication skills and attention to detail.
• Experience with branch operations and customer onboarding.

Responsibilities

• Identify and close sales opportunities; cross-sell bank products.
• Engage customers to assess financial needs and offer solutions.
• Demonstrate digital channel knowledge to expand relationships.
• Handle deposits/withdrawals/transfers accurately and securely.
• Open new accounts with proper documentation.

Skills

Customer service

Sales

Needs-based selling

Communication

Cash handling

Education

High school diploma or equivalent

College degree preferred

Experience in retail banking

Tools

CRM

Financial apps

Microsoft Office

Job description

Unity Bank is seeking an Universal Banker to deliver exceptional customer service and proactively identify opportunities to meet clients’ financial goals. The role combines account opening, transaction handling, cross-selling, and problem solving to build lasting relationships.

You will engage customers face-to-face, demonstrate digital channel tools, and work within a team to meet branch targets while adhering to compliance and cash handling procedures.