Banking Services Consultant
1 week ago
Position Overview:
As a key member of our team, you will deliver outstanding customer service while managing cash transactions in a dynamic sales environment.
Key Responsibilities:
1. Provide exceptional service to clients, ensuring accurate processing of deposits and withdrawals in accordance with established bank policies.
2. Meet monthly targets for new account openings as set by management.
3. Maintain accurate records of all transactions and balance daily operations.
4. Verify cash and check deposits, ensuring proper endorsements and identification to prevent fraud.
5. Process various financial instruments including money orders, cashier's checks, and wire transfers.
6. Promote and cross-sell bank products and services to a diverse clientele, including a significant Spanish-speaking customer base.
7. Execute additional tasks as assigned by supervisors to support bank operations.
Work Environment:
This role requires standing or walking for extended periods, and the ability to thrive in a fast-paced, high-volume setting. You will operate standard office equipment and may lift items up to 25 lbs.
Qualifications:
- A minimum of six months experience in retail or customer service is preferred.
- Strong interpersonal skills and the ability to work collaboratively in a team.
- Flexibility to work various shifts, including evenings and weekends.
- High school diploma or equivalent is required.
- Must be at least 18 years old and pass a background check as per company policy.
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