Floating Universal Banker

InBankRaton, NM
31dOnsite

About The Position

Accurately complete financial transactions for customers, which includes opening accounts, handling teller transactions, informing customers of other products and services, and solving customer questions and concerns. Build relationships with customers based on trust and recommend financial solutions based on their needs. Ensure excellent customer experience through onboarding, ongoing service, referrals. Responsible for business development and existing client growth goals. Float between Pueblo, Pueblo West, Canon City, and Colorado Springs. This position is 100% in office in Raton

Requirements

  • High School Diploma or Equivalent
  • 1+ years experience in sales, teller, new accounts, or loan processing
  • Detail-oriented; decision-making capabilities.
  • Must be able to use fingers, hands, and wrists for repetitive tasks such as typing, using a mouse, handling paper, currency or coin, and operating a telephone.
  • Must be able to open vault doors or lift/transfer items typical in an office environment.
  • Working knowledge of standard banking products, services, and transactions, including deposit products and credit/debit cards.
  • Proficient with Microsoft Office Suite

Nice To Haves

  • Prior teller/sales experience.
  • Strong attention to detail and accuracy; professional and courteous communication skills.
  • Ability to cross-sell and/or refer bank products based on customers' needs.
  • Strong oral, written customer service skills.

Responsibilities

  • Assist clients with day-to-day customer service requests including more complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs for both depository and lending clients.
  • Perform transfers, loan payments, and wire transactions.
  • Open consumer new accounts with supporting products and services including online banking, mobile banking, and debit cards.
  • Open business accounts and support Treasury Management products and services implementation.
  • Inform customers about all banking products and services; identify and cross-sell referral opportunities to broaden the customer's banking relationship.
  • Facilitate teller function for the location and accurately assist customers with processing transactions.
  • Meet/exceed sales and referral goals and meet/exceed individual and branch targets.
  • Maintain current knowledge and follow all bank financial and security regulations and procedures.
  • Embody, embrace, and demonstrate InBank's Core Values: Commitment, Innovation, Responsibility, Teamwork, Happiness, and Authenticity.
  • Other duties as assigned.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Credit Intermediation and Related Activities

Education Level

High school or GED

Number of Employees

101-250 employees

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