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Client Relationship and Sales Specialist
2 months ago
Job Title: Retail Sales & Service Associate
Department: Retail Banking
Overview:
This position operates under general supervision, acting as the Customer Ambassador for AmeriServ Trust and Financial Services Co. The primary goal is to support and execute the functions of advising, opening, and servicing deposit account customers while processing transactions in accordance with established policies and performance standards.
Key Responsibilities:
1. Identify and recommend suitable products and services to fulfill the financial needs of both existing and prospective customers. Deliver exceptional service to foster lasting relationships during every customer interaction.
2. Engage in training and support the bank's sales initiatives. Actively participate in sales meetings and promotional activities. Contribute to outbound calling efforts aimed at cross-referring and selling products and services to enhance deposits, increase loans, and build fee income.
3. Open new deposit accounts and service existing ones through various channels, including face-to-face, telephone, and online interactions. Assist with maintenance of all bank products and services, provide loan production support, and respond to customer inquiries.
4. Perform all teller-related duties while maintaining a comprehensive understanding of related policies and regulations.
5. Once adequately trained, rotate through all branch duties as assigned to maintain proficiency in all banking operations.
6. Foster effective working relationships within a team environment.
7. Enhance skills through participation in training programs and constructive feedback discussions with supervisors to uphold high standards of customer service.
8. Act as a mentor to less experienced Retail Sales Associates.
9. Execute all other related clerical duties as assigned pertaining to the job description.
Qualifications:
Education:
High School Diploma or GED is required.
Experience:
Relevant experience in retail banking or customer service is preferred.
Licenses & Certifications:
Applicable certifications may be required.
