Universal Banking Professional
3 weeks ago
Job Overview: As a Universal Banking Professional at InBank, you will play a vital role in providing exceptional customer service and building long-lasting relationships with our clients. You will be responsible for accurately completing financial transactions, opening accounts, and informing customers about our products and services.
Key Responsibilities:
- Assist clients with day-to-day customer service requests, including complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs.
- Perform transfers, loan payments, and wire transactions accurately and efficiently.
- Open consumer and business accounts, including supporting products and services such as online banking, mobile banking, and debit cards.
- Inform customers about all banking products and services, identifying cross-sell opportunities to broaden the customer's banking relationship.
- Facilitate teller function and accurately assist customers with processing transactions.
Requirements:
- High School Diploma or Equivalent
- 1+ years' experience in sales, teller, new accounts, or loan processing
- Proficient with Microsoft Office Suite
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