Relationship Bank Representative

2 weeks ago


Andalusia, United States CCB Community Bank Full time

This is a rewarding role at CCB Community Bank, where you will interact with customers, provide solutions and expand their relationship with the bank. As a Relationship Bank Representative, you will be responsible for fulfilling customer requests, identifying opportunities and making recommendations to deepen their relationship with our products and services.

Key Responsibilities:
  • Listen to and address customer needs and concerns.
  • Assist customers with electronic banking questions and set up.
  • Profile and recommend account and financial services to customers.
  • Cross-sell bank products and services to deepen customer relationships.
  • Maintain and close accounts in the BPM platform system.
  • Process financial transactions with accuracy and security.
  • Promote business for the bank by maintaining good customer relations and referring customers to other staff.

Requirements:

  • A high school diploma or equivalent, two-year associate's degree preferred.
  • Three years of banking experience and/or three years progressively related office experience.
  • Effective communication skills, attention to detail, accurate typing, and excellent proofreading skills.
  • Able to manage time effectively, prioritize tasks, and work independently.
  • Familiarity with Windows, PowerPoint, Word, and Excel software.
  • Strong customer service and sales skills.

The estimated salary for this position is $60,000 - $80,000 per year, based on industry standards and location. This figure may vary depending on individual qualifications and performance. If you are a motivated and enthusiastic professional looking for a challenging role, we encourage you to apply.



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