Role OverviewProvide quality customer service, process financial transactions, and introduce bank products and services in a retail banking environment. Perform sales and service duties, including outbound calls and referrals to deepen client relationships.
What You Will Do
Process financial transactions, open accounts, provide customer service, and make referrals to bank partners. Conduct outbound calls to clients and prospects, and assist with loan applications.
Why It Might Be a Fit
Ideal candidate has strong communication and sales skills, with ability to identify client needs and provide tailored recommendations. Must be able to work in a fast-paced environment and meet sales and referral goals.
Requirements
- High school diploma or general education degree (GED)
- 1 year of experience as a Teller preferred
- Background credit check
- S.A.F.E Mortgage Licensing Act of 2008 compliance
- DeGarmo Retail Behavioral Assessment
Benefits
- Medical with wellness incentives
- Dental
- Vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
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