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Banking Sales and Client Service Specialist
2 months ago
We are seeking a highly skilled Banking Sales and Client Service Specialist to join our team at First Bank. As a key member of our branch, you will be responsible for providing exceptional client service, sales, and support to our customers.
Key Responsibilities- Provide excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank.
- Expand the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.
- Identify the need for borrowing and originate consumer loan applications.
- Assist in the processing of loan applications and closing.
- Support our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor.
- Ensure continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible.
- Assure Branch compliance by performing a variety of tasks, including but not limited to, the following: cash audits, alarm tests, loss prevention training, safe deposit delinquencies, ATM balancing, monthly and quarterly branch audits, regulation training, monthly security reports, balancing of travelers checks, official checks and money orders.
- Protect the interests of the Bank and our clients by following all security, regulatory and audit procedures.
- Help coach Banking Specialist I on products, services, policies and procedures.
- Contribute to the Bank's success by identifying sales opportunities and referring clients to the appropriate area.
- Work to retain existing client relationships and obtain new ones by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
- Drive branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client.
- High School Diploma or Equivalent
- Minimum of 12 months previous client service experience preferred
- Previous cash-handling experience required
- Previous banking experience strongly preferred
- NMLS registration preferred
- Developed customer service skills, including written and verbal communication
- Ability to use a PC and alpha/numeric keyboard
- Flexible work week schedule, which may include Saturdays
At First Bank, we are committed to our employees and clients. We are a growing company with a rich history and a bright future. We value diversity and promote personal and professional development throughout our organization.
We are an Equal Opportunity/Affirmative Action employer and a VEVRAA Federal Contractor. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.