Sales and Service Associate III

The Sales and Service Associate III is responsible for providing exceptional customer service through the efficient management of customer interactions and will provide solutions based on the customer’s needs. The SSA III handles transaction processing to establishing new customer relationships and enhances existing relationships through in-branch interactions as well as phone conversations.

What You Will Do

Attract and retain customer relationships by delivering customer service both in person and by phone, identifying customer needs and suggesting appropriate products and services to solidify and enhance relationships. Serve as primary customer contact for transaction processing, new account opening and account maintenance requests.

Why It Might Be a Fit

Ability to understand and use bank policies and procedures to ensure operational efficiency and regulatory compliance. Ability to work with limited or no direct supervision. Must be organized and possess an aptitude for basic math.

Requirements

• High school diploma or equivalent required.
• 5+ years of public contact or sales experience.
• Experience in SSA position or equivalent at another financial institution.
• Above average PC and technology skills, and ability to use applicable software and operation branch automation systems.
• Familiarity with all federal and state banking regulations pertaining to lending and consumer finance, including fair lending laws, the Bank Secrecy Act, and the US Patriot Act.
• Thorough knowledge of the Teller system and all applicable system applications, basic and complex consumer account opening and maintenance activities, all transaction processing functions performed at teller window, and processing wire transfers.
• Sales/Service skills - knowledge of bank products and services, sufficient to identify and fill customer and prospect needs, conduct sales/service dialogue with customers and prospects both in-person and by phone, and/or refer quality business.
• Excellent verbal and written communications skills, ability to resolve customer concerns/issues in a positive manner, and high attention to detail.
• Successful completion of in-house training programs or other approved or assigned training programs for new accounts function within one year of accepting position.
• Ability to understand and use bank policies and procedures to ensure operational efficiency and regulatory compliance.
• Ability to work with limited or no direct supervision.
• Must be organized and possess an aptitude for basic math.

Benefits

• Competitive salary
• Benefits package
• 401(k) plan
• Health insurance
• Paid time off
• Paid holidays
• Equity participation