About The Position

Provides individualized client service while handling daily transactions, addressing inquiries, and resolving problems in accordance with bank policies and procedures. The role also supports banking center operations, sales programs, compliance requirements, and client relationship building.

Requirements

  • High school diploma or GED.
  • Ability to respond to and assist clients with inquiries and problem resolution.
  • Customer-service and sales orientation.
  • Careful attention to detail and time-management skills.
  • Good listening, verbal, and communication skills.
  • Good PC skills, including the ability to work in a Windows-based system.
  • Ability to cross-sell bank products and services.
  • Ability to work evenings and weekends based on banking center needs.
  • Good organizational skills.
  • Ability to work in a team environment.
  • Ability to protect the confidentiality and privacy of others and company documents and records.
  • Ability to handle multiple tasks in a fast-paced environment.
  • Ability to travel to banking centers and other locations for meetings, projects, training, and seminars as needed.
  • Ability to stand for prolonged periods.

Nice To Haves

  • One or more years of customer or retail service experience.
  • Cash-handling experience.
  • Ability to communicate in another language.

Responsibilities

  • Process client financial transactions accurately and efficiently.
  • Identify client needs during interactions, promote products and services, and refer clients to appropriate bank colleagues when needed.
  • Build client loyalty and relationships, including addressing clients by name.
  • Deliver exceptional customer service.
  • Follow established bank policies, procedures, and guidelines.
  • Participate in retail sales programs to help meet personal and banking center goals.
  • Participate in team meetings, community projects, and relevant educational programs.
  • Balance the cash drawer and assist the banking center team with operational duties, including balancing the ATM and vault and completing end-of-day work.
  • Maintain regular and predictable attendance.
  • Complete all compliance training related to the position and comply with applicable laws and regulations.
  • Perform other duties as assigned.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service