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About The Position

Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). They work toward achieving specific individual sales and service goals through various activities, including opening deposit accounts, preparing and processing loan applications for various lending units, closing loans for customers, making referrals to other bank business lines and third-party partners, and proactively reaching out to high-value customers to retain and grow the portfolio. For licensed individuals, they may also sell annuities and/or insurance products. Additionally, they are responsible for operational compliance and adherence to policy, handling daily account maintenance and other service issues as necessary. In supermarket positions, they walk the aisles to talk with prospects and existing bank customers about the bank's products and services.

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