The Sales and Service Representative processes transactions and other customer service requests in a branch, helps customers understand the bank’s capabilities, tools, and resources, and supports branch sales efforts by identifying and referring opportunities to appropriate bank partners. The role calls for proactive communication, professional and empathetic customer service, adaptability, teamwork, flexibility, and agility in resolving issues. The representative builds productive relationships with customers, prospects, and colleagues; asks questions to understand customer needs; addresses immediate needs promptly; and looks for ways to improve performance through coaching, bank initiatives, and available tools. The position also follows applicable regulations, policies, procedures, and delegated authorities; completes required training on time; and performs assigned office-management duties. Associates responsible for taking deposits are accountable for transaction accuracy and operational efficiency, with results potentially reflecting both individual and team performance.
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Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED