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About the role
Key responsibilities & impact- Build relationships with customers by meeting face to face and engaging them when and where they need
- Provide the best possible counsel to clients based on trust
- Assess and attend to customers’ banking needs
- Obtain and process customer and account information
- Educate clients on available deposit and loan products and services
- Recommend financial solutions based on each customer’s unique goals and needs
- Originate and close consumer loans, open accounts, and open and/or close the branch
Requirements
What you’ll need- High school diploma or equivalent
- 1-5 years minimum experience in customer service and sales
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Basic knowledge of applicable bank and branch policies, procedures and support systems
- Proven customer service and interpersonal skills
- Experience with using and demonstrating digital products and self-service technologies
- Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
- Experience in the financial services industry preferred
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer servicesalesconsumer loansaccount managementfinancial solutionsbank policiesbranch proceduresdigital productsself-service technologies
Soft Skills
relationship buildingtrustcommunicationproactive outreachfollow upinterpersonal skillsengagementneeds assessment
Certifications
high school diplomaequivalent
