Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handling service transactions. The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons . Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products. Actively participate in ongoing training and regular sales meetings. Willing to be cross-trained to perform duties necessary to assist clients when management is not present. Process a variety of routine and complex transactions such as account opening and closing, processing deposits, withdrawals, loan payments and transfers. Assist with the daily operations of the branch including reporting, audits, ATMs, coin machines and the main cash vault. Prepare cash for shipments and ordering cash/coin for the branch as needed. Demonstrate knowledge of policies and procedures and the ability to apply this knowledge in real situations. Process client transactions according to the Bank’s policies and procedures. Ensure regulatory requirements such as Anti Money Laundering and BSA are adhered to. Build client loyalty through courteous, professional service according to the Bank’s established Sales and Service Standards. Maintain knowledge of all Bank products and services to effectively promote the Bank to clients. Identify clients’ needs and make appropriate referrals of products and services while executing a smooth transition of client to platform personnel. In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies. Perform other duties as may be assigned.
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Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees