Financial Services Consultant

1 week ago

Elizabeth, New Jersey, United States Unity Bank Full time

Position Overview

The Customer Relationship Specialist is tasked with providing exceptional client service aligned with Unity Bank's Core Values while maintaining a comprehensive understanding of the bank's offerings. This role involves ethically identifying client needs and suggesting suitable products, services, and solutions to help clients achieve their financial objectives.

Key Responsibilities

  • Recognize, cultivate, and finalize sales opportunities; utilize needs-based selling techniques to spark interest in products and services.
  • Engage in meaningful discussions with clients to thoroughly assess their financial requirements. Propose products and services that cater to these needs through direct interactions, referrals, and marketing initiatives.
  • Act as a digital resource, showcasing proficiency in all digital platforms to enhance cross-selling and strengthen existing client relationships.
  • Initiate proactive sales and service dialogues through both inbound and outbound communications.
  • Enhance current client relationships through various proactive sales and service strategies, ensuring documentation is captured in the client management system.
  • Participate actively in branch activities, including team meetings and sales discussions.
  • Fulfill client needs by conducting precise assessments, delivering product information, guiding clients on banking processes, and providing service that meets established quality benchmarks.
  • Execute customer transactions such as deposits, withdrawals, and transfers with accuracy and efficiency.
  • Safeguard cash and other negotiable items, ensuring proper organization.
  • Assist clients with inquiries and resolve issues professionally and courteously.
  • Conduct daily branch operations, including cash drawer reconciliation and documentation management.
  • Open new accounts, ensuring all necessary documentation is collected and accurate.
  • Adhere to all established policies and procedures.
  • Enhance professional knowledge by attending training sessions, reviewing bank policies, and staying updated on product and service changes.
  • Comply with regulatory policies to mitigate risks and prevent fraudulent activities.
  • Ensure transaction accuracy and uphold the bank's safety standards.
  • Travel may be required for meetings and community engagement.
  • Engage in community service and volunteer activities endorsed by the bank.

Qualifications

  • High School Diploma or equivalent with 3-5 years of relevant retail experience.
  • A college degree is preferred but not mandatory.
  • Prior experience in cash handling or customer service is essential.
  • Strong organizational skills and attention to detail are required.
  • Ability to thrive in a fast-paced, collaborative environment.
  • Excellent verbal and written communication skills are necessary.
  • Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
  • Familiarity with banking systems and financial applications is highly desirable.

Physical Requirements

  • Ability to remain seated for extended periods.
  • Capability to use hands for grasping and handling.
  • Proficient in using a computer keyboard and system for data entry.
  • Ability to read a computer screen from a close distance.
  • Effective communication abilities, including hearing and seeing.
  • Proficient in using a telephone for communication.
  • Ability to operate office equipment such as scanners and copiers.

Work Environment

  • Moderate noise levels typical of a business office setting.

Compliance Statement

  • All staff members are responsible for adhering to policies and procedures that ensure compliance with applicable laws and regulations. Each employee is accountable for understanding how compliance impacts their daily responsibilities and for completing required training.

Unity Bank is an equal opportunity employer and values diversity in the workplace.


This job description is intended to provide a clear understanding of the role and is not an exhaustive list of all duties and responsibilities. Unity Bank reserves the right to modify job descriptions as necessary.

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