Universal Banking Professional

3 weeks ago


Raton, New Mexico, United States Inbank Full time

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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