Serves customers by providing trusted banking advice, processing a variety of banking transactions, and promoting the Bank’s culture.
Requirements
- Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice.
- Is proficient with all required computer systems.
- Efficiently opens all retail products and services for customers.
- Ensures accuracy for new accounts and makes corrections as necessary
- Suggests the correct products and services in accordance with the customer’s needs and desired outcomes.
- Ensures customers are informed and comfortable using our products and engaging with our technologies.
- Follows through on all referrals and refers business to our commercial, insurance and investments partners.
- Seeks opportunities to develop new banking relationships from his or her own network and from the community.
- Follows all policies and procedures.
- Assists customers with all service requests including but not limited to: account and statement Research, safe deposit box access, rate and yield quotes, night deposit agreement initiation and processing, lost or stolen cards and transaction disputes.
- Conducts transactions on behalf of customers.
- Works with assigned teams to complete bank projects.
Benefits
- Paid time off
- 401k matching