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About the role
Key responsibilities & impact- Build relationships with customers by meeting face to face and engaging them
- Provide counseling based on 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 manage branch operations
Requirements
What you’ll need- High school diploma or equivalent
- One to three years of customer service experience
- One to three years of sales experience
- Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
- Basic knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Effective selling and referral skills
- Strong mathematical, problem-solving, and negotiation skills
- Strong verbal and written communication skills
- 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 servicesalesfinancial solutionsconsumer loansaccount managementretail productsbanking needsproblem-solvingnegotiationmathematical skills
Soft Skills
interpersonal skillseffective sellingreferral skillsverbal communicationwritten communication
Certifications
high school diploma
