Role Overview: This position involves providing comprehensive sales and client service support within a financial institution.
Key Responsibilities:
Assist clients with transactions, account openings, and deposit services to ensure quality customer experience. Identify client needs through consultative conversations and recommend suitable products and services. Support operational efficiency by processing financial transactions and managing account applications. Cross-sell banking products and refer clients to partners to generate new business and deepen relationships. Conduct outbound calls and participate in campaigns to engage clients and prospects. Assist with loan applications and hand-offs to appropriate staff. Maintain compliance with bank regulations, policies, risk management, and internal controls. Stay informed of operational updates, participate in training, and enhance product knowledge. Support branch operations, including audit controls, and assist with training new associates. Deliver excellent client experiences, promptly resolve issues, and respond to inquiries. Perform job-related duties as assigned to ensure operational success. Ensure compliance with relevant regulations, including background checks and licensing requirements. Qualifications & Skills: High school diploma or GED; 1+ year Teller experience preferred. Proficiency in Microsoft Office, banking equipment, and basic financial transactions. Strong customer service, communication, and problem-solving skills. Ability to work independently and as part of a team, maintaining professionalism. Knowledge of banking products, compliance standards, and operational procedures. Additional skills include cash handling, 10-key calculator use, and coin counting. Supervisory & Other Requirements: No supervisory responsibilities; support for operational tasks as needed. Must meet background, credit, and licensing requirements per regulations.