Role Overview:
This position involves providing sales, service, and operational support in a banking environment. Responsibilities include processing daily financial transactions, opening deposit and account products, cross-selling services, conducting outbound client calls, and assisting with loan applications. The role emphasizes delivering excellent client experiences, resolving inquiries, ensuring compliance with regulations, and supporting operational efficiency.
Key Duties:
- Perform teller transactions such as deposits, currency handling, and check cashing.
- Open and process new demand and deposit accounts, including savings and money market accounts.
- Identify client needs, recommend suitable products, and make referrals to partners.
- Research and resolve account issues, respond to client inquiries, and maintain operational updates.
- Assist with daily center operations, audit controls, and onboarding new associates.
- Deliver high-quality client service, conduct outbound outreach, and support sales campaigns.
- Ensure compliance with bank policies, risk management, and ethical standards.
Qualifications & Skills:
- High school diploma or GED; experience as a Teller preferred.
- Proficiency in Microsoft Office, office equipment, and basic computer skills.
- Strong communication, problem-solving, and customer service abilities.
- Ability to perform essential duties satisfactorily with a focus on operational efficiency and compliance.
Supervisory & Training Support:
- Provide training to new associates and assist with daily team operations.
- Research and resolve client issues promptly, maintaining high service standards.