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customer service banking cross-selling loans account opening📋 Description
- Delivers exceptional branch customer service and promotes products.
- Identifies member needs and provides tailored financial solutions.
- Responds to inquiries about accounts, rates, cards, and loans.
- Processes deposits, withdrawals, transfers, loan payments.
- Handles complex cases (guardianships, trusts, estates).
- May be reassigned to other branches or Call Center.
🎯 Requirements
- High school diploma or GED.
- Bank/Credit Union exp with 6+ months opening personal accounts.
- Experience with specialty accounts (trusts, POA, guardianship).
- Experience with sales and cross-selling.
🎁 Benefits
- Health, dental, and vision insurance options.
- 401(k) with employer match.
- Paid vacation, sick leave, and holidays.
- Credit Union membership eligible.
- Employee assistance program and life insurance.
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