Relationship & Engagement Specialist
Listed on 2026-04-17
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Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
We have a Unique opportunity to join our Call Center team in a full-time role as a Relationship Growth & Engagement Specialist. We are group of talented, professional individuals passionate about supporting our customers and co-workers. We’re looking for someone who believes in the mission of a community bank, who gets excited about learning new things, strives to provide exceptional service and thrives in an environment where you’ll be challenged every day.
If being part of a team that gets to make a difference, has an opportunity to learn about all aspects of our business and wants to have fun along the way each day – then come join us!
As part of the Customer Contact Center, the Relationship Growth & Engagement Specialist will support and expand the relationship with our customers through cross-selling bank products and services to both new and existing relationships. This position will also function as support for the Contact Center team as needed, all while exemplifying superior customer service and keeping to the highest standards of courtesy, professionalism, empathy and problem solving.
PrimaryAccountabilities
- Perform outbound sales and service calls to prospective and existing bank customers.
- Responsible for expanding the customer base by sourcing new relationships and cross-selling bank products and services to new and existing relationships.
- Responsible for handling customer inquiries and problems as needed.
- May assist with other Contact Center responsibilities such as inbound customer calls, servicing customer online banking requests, and supporting online account opening.
- May assist customers with product offerings, selection, loan application processes and opening accounts.
- Generate qualified referrals while following operational procedures and adhering to all regulatory and compliance requirements.
- Provide support to business unit personnel as needed.
- Assist with department projects and tasks as needed.
Other duties as assigned.
Knowledge, Skills, Experience and Education- 1+ yrs experience in inside sales, branch banking and services, customer service or other directly related experience. (Combination of education and experience may meet job requirements.)
- Working knowledge of sales, customer service, retention skills and banking products and services.
- Must have good customer service, problem resolution and communication skills, both verbal and written.
- Ability to manage multiple priorities and adapt to change within a fast-paced business environment.
- Ability to use a variety of computer software.
- Ability to cross sell bank products.
- Requires initiative and ability to recognize opportunities.
- Requires High School diploma or equivalent.
We are Uni Bank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses and municipalities across New England. We don't abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits.
We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, we've never stopped delivering the most effective technology to our customers. We are a unique blend of consumer, civic and business banking with more than 150 years of history.
We are an exception to the rule.
We are unique.
Unique to people. Unique to business. Unique to local government.
This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements.
Uni Bank is committed to fair,…
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