Position Summary Greets customers and assesses needs to determine sales/service focus or referral to appropriate department. Provides specific services to existing and potential customers such as account opening and/or maintenance, and purchases of CDs, HSAs and IRAs. Essential Duties and Responsibilities Access customer needs for sales and/or services in a professional manner, determines best solution and clearly communicates that solution to the customer. Answer questions regarding bank products and services while recognizing sales and referral opportunities. Stay apprised of existing bank products and services including implementation of new ones. Open deposit accounts including checking and savings, certificates of deposit, safe deposit box leases, HSAs, IRAs, etc. Perform specific service transactions for customers including but not limited to reordering checks, making account name and address changes, granting access to safe deposit boxes, etc. Handle customer service issues by conducting research, assuming ownership of customer problems, and providing follow-up status to customers. Greet customers to ensure smooth traffic flow within banking office in order to provide efficient service. Build customer relationships by using bank developed techniques and processes to better serve customers and the banking office team. Be proactive in daily customer and prospective customer contact, either by phone or in person to identify financial needs and initiate and/or strengthen relationships. Support team sales process by identifying and acting upon customer needs or by making the appropriate referral. Participate in team and individual sales goals. Follow bank policies and procedures, security guidelines, and comply with all federal, state, and local regulations. Manage risk in every customer interaction and detect fraudulent transactions to prevent losses May be required to perform other duties as assigned.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees