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crm customer service microsoft outlook microsoft word digital banking tools📋 Description
- Engage clients with exceptional service while supporting a wide range of sales and service activities.
- Process routine financial transactions with accuracy and efficiency, including deposits, withdrawals, check cashing, and loan payments.
- Balance your cash drawer with precise currency and coin handling.
- Consult with clients to understand their needs and introduce products, services, and digital banking tools that support their goals.
- Identify opportunities to expand relationships and make referrals to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services.
- Proactively communicate with clients to educate, resolve concerns, strengthen loyalty, and gather feedback.
🎯 Requirements
- High School Diploma or G.E.D. (Required).
- Entry-level experience in teller, banking, or sales roles with established goals (Required).
- An equivalent combination of education and experience can be considered in lieu of a degree.
- You enjoy helping clients and excel at building relationships through strong communication and interpersonal skills
- You're confident discussing banking products and services and can recognize opportunities to recommend solutions
- You're skilled at multitasking and can adapt quickly to evolving client and branch needs
🎁 Benefits
- Annual incentive potential
- Comprehensive benefits, including medical, dental, vision, LTD, STD, and life
- Paid vacation time, sick time and 11 company paid holidays
- 401(k) with up to 4% match
- Tuition reimbursement
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