Title
Financial Services Representative I
EOE Statement United Bank is an Affirmative Action and Equal Opportunity employer. We consider all qualified applicants without regard to race, color, religious beliefs, sex (including pregnancy), sexual orientation, gender, gender identity, marital status, age, physical or mental disability, genetic information, status as a protected or disabled veteran, national origin, or any other protected characteristic as required by applicable federal, state or local law. About the Organization United Bank is a growing $1.4 billion community bank operating 24 locations in Southwest Alabama and Northwest Florida that is proud to be a certified Community Development Financial Institution. We offer competitive salary and an exceptional benefit package including BCBS medical, dental, vision, 401k with company match up to 5 1/2, profit sharing, annual bonus opportunity, and more! Category Customer Service Description
To be considered for this position, please complete the online employment application for this position (Apply Now) AND complete the workplace assessment here: https://assessment.predictiveindex.com/bo/6Y0D/FinancialServicesRepresentative-Utility_May2026_222639
JOB FUNCTION / SUMMARY:
The Financial Services Representative I is responsible for providing exceptional service and identifying customer needs by matching them with the appropriate bank products and services to enhance current and prospective customers' satisfaction, loyalty, and financial well-being.
PRIMARY DUTIES & RESPONSIBILITIES:
- Develops knowledge of customer needs through in person and telephone interactions.
- Utilizes proactive sales/service efforts coupled with the recognition of referral opportunities to deepen customer relationships.
- May function in a mentor capacity offering guidance, instruction, and training of peers enforcing policy and procedure.
- Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, and loan payments)
- Professionally, courteously and promptly greet and acknowledge all customers that walk into the office.
- Completes special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures.
- Verifies endorsements, receive proper identification, ensure validity, and identify counterfeit currency.
- Examines checks deposited and determines proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy.
- Functions primarily in an account opening or account maintenance capacity
- May function in a teller capacity, as needed.
- Any additional duties as assigned by management.
Position Requirements
MINIMUM REQUIRED EDUCATION, EXPERIENCE & SKILLS:
- 1+ year in banking, finance, or insurance field with experience in customer service and sales
- High School diploma or equivalent
- Proficiency in Microsoft Office products to include: Word, Excel, Outlook, Power Point
PREFERRED EDUCATION, EXPERIENCE & SKILLS:
- Prior experience in account opening
- Associate's degree or higher in business or finance
- Identifying customer needs through service opportunities
ESSENTIAL KNOWLEDGE, MENTAL & PHYSICAL REQUIREMENTS:
- Ability to communicate in person, on the phone, and through electronic channels
- Excellent communication skills with strong customer focus and relationship-building abilities.
- Ability to manage time and competing priorities in a fast-paced environment.
- Strong interpersonal skills with the ability to interact with all levels of an organization.
- Collaborative professional skills that lead to a collegial and partnered approach to meeting objectives.
- High motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term.
- Adaptability and flexibility.
- The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to speak or hear, stand or sit for long periods of time, open filing cabinets, walk, stoop or bend, use hands to handle or feel and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds and complete tasks requiring manual dexterity.
WORK ENVIRONMENT:
This job operates in a professional office environment.
Full-Time/Part-Time Full-Time Minimum Education High School diploma or equivalent Position Financial Services Representative I Exempt/Non-Exempt Non-Exempt Req Number CUS-26-00024 Location Silverhill
This position is currently accepting applications.
Apply Now