About the Role
Role details below.
Responsibilities
- Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions, and appointment setting.
- Maintain a comprehensive understanding of retail banking products and services.
- Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers’ needs, while considering their unique perspectives and priorities.
- Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions.
- Identify opportunities and make referrals to cross-sell banking products and services to other areas of the bank.
- Educate customers on options for managing transactions using technology and all other tools and resources available.
- Apply product and service knowledge to effectively solve customer problems.
- Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality.
- Ensure adherence to banking regulations and internal policies.
Requirements
- 1+ years of previous banking, cash handling, or retail experience.
- Demonstrated analytical, accuracy, and problem-solving skills.
- Strong verbal and written interpersonal communication skills.
Additional Information
- Must be able to pass a criminal background and credit check
- This is a full-time, non-remote position
- FLSA Status: Non-Exempt
