About the position
This position is responsible for assisting with a customer’s financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts.
Responsibilities
- Build and maintain strong relationships with customers to understand their financial needs and objectives
- Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans
- Identify opportunities to deepen customer relationships and proactively promote bank products and services to meet the customer’s financial goals
- Identify business opportunities and drive customer acquisition through networking and referrals
- Collaborate with internal teams to ensure seamless service delivery and customer satisfaction
- Monitor market trends and competitor activities to inform business strategies
- Ensure compliance with all regulatory requirements and company policies
- Handle financial transactions efficiently and effectively with all customers (including, but not limited to, deposits, withdrawals, advances, loan payments and merchant transactions)
- Maintain a balanced cash drawer
- Assist with all branch operational tasks and duties as needed
Requirements
- High school diploma or equivalent required
- Accounting or banking experience encouraged
- Strong math skills; add, subtract, multiply and divide in all units of measure
- Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customers and employees
- Must be able to multi-task in a busy environment
- Understands computer and other equipment capabilities and limitations
- Exceptional organizational and time management skills
- Maintain a complete understanding of regulatory and compliance policies and procedures
- Must be able to work flexible hours and shifts
- Travel to/from and work in multiple locations
Benefits
- Medical, Dental & Vision Plans
- Option for Health Savings Account (HSA)
- Life Insurance (Company paid for employee)
- 401K and Employee Stock Ownership Plan (ESOP)
- Company Paid Short & Long Term Disability Insurance
- Flexible Spending Account (FSA) & Dependent Care
- Eligibility for Tuition Assistance and Discounts
- Employee Assistance Program (EAP)
