Execute on individual and team sales and service metrics to help the banking center achieve the strategic and tactical goals of the company. Responsible for providing high quality customer service by accurately completing bank transactions and opening deposit accounts and processing loan applications while identifying and recommending products and services to meet the current and future financial needs of bank customers. Deliver upon a meaningful customer service experience while exceeding personal production goals.
Essential Duties and Responsibilities: * Provide high quality customer service on a wide variety of general banking matters within the banking center. Some banking centers are designed to be a fluid, open space where employees are not at their desk or teller pod for long periods of time. Banking Centers are a fast-paced environment that requires ability to multi-task.
Education – High school diploma or equivalent (GED).
Experience – Over one (1) year of banking, sales, or related experience. At least six months of experience selling products or services.
License – This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire.
Other – Ability to obtain Notary Public designation.
Ability to multi-task in a fast paced environment.
In-depth knowledge of products/services offered by the bank (all lines of business).
Ability to stand for long periods of time and move freely about the office.
Ability to lift files, open file cabinets, bending, and stooping.
Ability to ambulate fingers to utilize office equipment such as a computer, phone, printer, etc.
Prior banking experience.
Ability to sell and cross-sell bank products and services.
Education : GED
Experience : 0 years: Over one (1) year of banking, sales, or related experience. At least six months of experience selling products
Licences & certifications Notary Public
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