Role OverviewProvide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
What You Will Do
Provide a distinctive client experience, educate clients on digital banking solutions, support team sales process, understand Integrated Relationship Management (IRM), participate in leadership routines, and adhere to internal controls and risk management policies.
Why It Might Be a Fit
Requires excellent interpersonal and communication skills, ability to master personal computer skills, and ability to multi-task under time constraints. Preferred qualifications include client relationship building or sales experience, knowledge of advanced branch transactions, and experience with sourcing and prospecting for new clients.
Requirements
- High school diploma or equivalent education
- Two years of teller or cash handling or client service experience
- Six months of client relationship building or sales experience
- Excellent interpersonal and communication skills
- Ability to master personal computer (PC) keyboard and software skills
- Ability to multi-task under time constraints
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Benefits
- Medical
- Dental
- Vision
- Life insurance
- Disability
- Accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- Vacation
- Sick days
- Paid holidays
- Defined benefit pension plan
- Restricted stock units
- Deferred compensation plan
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