Community Banker

Bank of Oak Ridge•Greensboro, NC

About The Position

The Community Banker builds and maintains strong relationships with Bank of Oak Ridge clients, expands those relationships by identifying client needs and developing solutions to support their financial goals, and promotes or refers clients to the Bank’s insurance, wealth management, and mortgage departments. The role processes teller transactions, opens new accounts, responds to client inquiries about deposit, credit, and other products or services, and addresses client concerns by listening, researching, and executing solutions. The Community Banker also performs other complex financial services transactions as needed, occasionally travels to different branch locations for onsite coverage, and serves as a Client Connect / ITM Representative on the Saturday shift rotation. The role must comply with Bank Secrecy Act and Anti-Money Laundering regulations and guidelines, internal bank policies, and annual training requirements.

Requirements

  • High school diploma or equivalent.
  • At least 2 years of customer service experience relative to the job.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
  • Detail-oriented, with the ability to work in a fast-paced environment and manage multiple priorities.
  • Team player with a positive, professional attitude.

Nice To Haves

  • Bachelor’s degree.
  • Financial services industry experience.
  • Prior experience in a lending role.

Responsibilities

  • Build and maintain strong relationships with Bank of Oak Ridge clients.
  • Identify client needs and develop solutions to support their financial goals.
  • Promote, refer, and cross-sell clients to the Bank’s insurance, wealth management, and mortgage departments.
  • Process teller transactions, including check cashing, deposits, and withdrawals.
  • Open new accounts.
  • Respond to client inquiries regarding deposit, credit, and other products or services.
  • Listen to client concerns, research solutions, and execute them.
  • Perform other complex financial services transactions as needed.
  • Occasionally travel to different branch locations for onsite coverage.
  • Serve as a Client Connect / ITM Representative on the Saturday shift rotation.
  • Comply with Bank Secrecy Act and Anti-Money Laundering regulations and guidelines, internal bank policies, and annual training requirements.
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