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!

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\nJOB

FUNCTION / SUMMARY

\nThe 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.\n

PRIMARY DUTIES & RESPONSIBILITIES

\nDevelops knowledge of customer needs through in person and telephone interactions.\nUtilizes proactive sales/service efforts coupled with the recognition of referral opportunities to deepen customer relationships.\nMay function in a mentor capacity offering guidance, instruction, and training of peers enforcing policy and procedure.\nContinually 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)\nProfessionally, courteously and promptly greet and acknowledge all customers that walk into the office.\nCompletes special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures.\nVerifies endorsements, receive proper identification, ensure validity, and identify counterfeit currency.\nExamines checks deposited and determines proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy.\nFunctions primarily in an account opening or account maintenance capacity\nMay function in a teller capacity, as needed.\nAny additional duties as assigned by management.\n

POSITION REQUIREMENTS MINIMUM REQUIRED EDUCATION, EXPERIENCE & SKILLS

\n1+ year in banking, finance, or insurance field with experience in customer service and sales\nHigh School diploma or equivalent\nProficiency in Microsoft Office products to include: Word, Excel, Outlook, Power Point\n

PREFERRED EDUCATION, EXPERIENCE & SKILLS

\nPrior experience in account opening\nAssociate's degree or higher in business or finance\nIdentifying customer needs through service opportunities\n

ESSENTIAL KNOWLEDGE, MENTAL & PHYSICAL REQUIREMENTS

\nAbility to communicate in person, on the phone, and through electronic channels\nExcellent communication skills with strong customer focus and relationship-building abilities.\nAbility to manage time and competing priorities in a fast-paced environment.\nStrong interpersonal skills with the ability to interact with all levels of an organization.\nCollaborative professional skills that lead to a collegial and partnered approach to meeting objectives.\nHigh motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term.\nAdaptability and flexibility.\nThe 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.\n

WORK ENVIRONMENT

\nThis job operates in a professional office environment.\n

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

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