Banking Professional

1 week ago


US Rt Miami OK USA Inbank Full time
Job Summary

We are seeking a highly skilled and customer-focused Banking Professional to join our team at Inbank. As a key member of our team, you will be responsible for providing exceptional customer service, building relationships with clients, and promoting financial solutions to meet their needs.

Key Responsibilities
  1. Provide day-to-day customer service, including handling complex issues and interactions related to customer inquiries, new accounts, and ongoing relationship needs.
  2. Perform various financial transactions, including transfers, loan payments, and wire transactions.
  3. Open new accounts, including consumer and business accounts, and support the implementation of Treasury Management products and services.
  4. Inform customers about banking products and services, identify referral opportunities, and cross-sell to broaden the customer's banking relationship.
  5. Assist the teller line as a backup teller and accurately assist customers with processing transactions.
  6. Meet or exceed sales and referral goals, as well as individual and branch targets.
  7. Maintain current knowledge of bank financial and security regulations and procedures.
Requirements

To be successful in this role, you will need:

  • A High School Diploma or Equivalent
  • 1+ years of experience in sales, teller, new accounts, or loan processing
  • Proficient with Microsoft Office Suite and 10-Key by touch
  • Strong attention to detail, decision-making capabilities, and excellent communication skills
Preferred Skills

Prior teller/sales experience, strong attention to detail, and professional communication skills are highly desirable.


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