Banking Services Representative

Banking Services Representative

Role Overview:

The role requires flexibility to travel between financial centers and work within scheduled branch hours, excluding Sundays.As a Banking Services Representative, you will be responsible for delivering a seamless customer experience by handling both service and sales functions, processing financial transactions, managing account activities, and promoting appropriate banking solutions to help clients achieve their financial goals.

Key Responsibilities:

• Accurately process teller transactions in alignment with bank policies and procedures.
• Initiate and support sales conversations and referral opportunities with customers.
• Open new accounts and manage account maintenance and service requests.
• Use CRM systems to strengthen customer relationships through personalized engagement.
• Ensure compliance with all regulatory requirements, internal policies, and risk standards.
• Assist customers in using digital banking tools and self-service platforms.

Qualifications:

• High school diploma or equivalent is required.
• Minimum of 12 months of experience in customer service or sales.
• 6–12 months of cash handling experience is preferred.

Additional Information:

Must comply with all company policies, procedures, and training requirements. Additional duties may be assigned as needed.

About Us:

Our organization is built on strong values, continuous development, and a commitment to positively impacting the communities we serve. We encourage work-life balance, inclusivity, and a technology-driven environment that enhances both employee and customer experiences.

Equal Opportunity Employer:

We are committed to providing equal employment opportunities to all individuals regardless of protected status.

Work Authorization:

Candidates must be authorized to work in the United States without current or future sponsorship requirements.

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