Full-Time Teller/Customer Service Representative
About The Position
Since its founding in 1927, The Equitable Bank's employees have been the main reason for its success. It is a local bank with strong ties to the communities where its branches are located, fostering an inclusive, collaborative, friendly, and family-oriented work environment. The bank prides itself on offering excellent service and financial guidance to help customers navigate life events. They offer competitive salaries, excellent benefits, on-the-job training, and opportunities for career advancement. The bank is seeking a Full-Time Teller/Customer Service Representative for a position scheduled Monday through Friday with some Saturday mornings. This role combines exceptional customer service with relationship-building and sales engagement, focusing on meaningful customer conversations, identifying financial needs, and connecting customers with appropriate solutions.
Requirements
- Strong listening and interpretive skills with the ability to match customer needs to appropriate financial solutions.
- Confidence initiating conversations and building rapport with customers.
- Goal-driven mindset with the ability to work toward monthly referral objectives.
- Experience using customer relationship-building tools or willingness to learn.
- Ability to present product information clearly and persuasively.
- Strong attention to detail and commitment to accuracy.
- High School Degree or equivalent required.
Nice To Haves
- Demonstrated success in a retail, financial, or service-based sales environment.
- Cash handling experience.
Responsibilities
- Proactively engage customers in meaningful conversations to uncover opportunities for new accounts, loans, and other financial solutions.
- Follow up with potential leads generated through branch activity, community events, or inbound inquiries.
- Participate in outbound calling efforts to existing customers to share product updates, promote special offers, and strengthen ongoing relationships.
- Maintain a strong understanding of financial products to clearly explain features and benefits.
- Process customer transactions accurately and efficiently while providing positive branch experience.
- Meet or exceed individual and branch referral goals.
- Maintain compliance with bank policies, procedures, and regulatory requirements.
Benefits
- Quarterly referral bonuses
- 401(k) with 4% dollar-for-dollar Employer match
- Paid Time off
- Bank paid Life Insurance at four times your annual salary
- Medical, Dental, Vision Insurance
- Personal banking and loan benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
11-50 employees
