The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. This role facilitates customer awareness and education of bank capabilities, tools, and resources, and supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner. The successful candidate should demonstrate strong communication and customer service skills, adaptability to new information and technology, teamwork, flexibility in handling multiple demands, and agility in problem resolution.
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Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees