Customer Service and Sales Associate

2 weeks ago


Chesterfield, Missouri, United States AmeriServ Trust and Financial Services Co. Full time

Job Title: Retail Sales & Service Associate

Department: Retail Banking

Overview:

This role serves as the primary Customer Ambassador for AmeriServ Trust and Financial Services Co., focusing on delivering exceptional service and support to deposit account customers. The associate will engage with clients to understand their financial needs and provide tailored solutions, fostering trust and building lasting relationships.

Key Responsibilities:

1. Identify and recommend suitable products and services to meet the financial objectives of both existing and prospective customers. Ensure high-quality service and cultivate enduring relationships during every customer interaction.

2. Actively participate in training sessions and contribute to the bank's sales initiatives. Engage in sales meetings and promotional activities, and assist in outbound calling efforts to enhance cross-selling opportunities, thereby increasing deposits and loans.

3. Facilitate the opening of new deposit accounts and provide ongoing service to existing accounts through various communication channels. Assist with maintenance of all banking products and services, and support loan production efforts.

4. Execute all teller-related tasks efficiently while adhering to established policies and regulations.

5. Rotate through various branch duties to maintain proficiency in all operational aspects of the bank.

6. Foster effective teamwork and collaboration within the branch environment.

7. Enhance personal skills through ongoing training and constructive feedback from supervisors to uphold a high standard of customer service.

8. Mentor less experienced Retail Sales Associates to promote professional development.

9. Perform additional clerical duties as assigned that relate to the job description.

Qualifications:

Education: High School Diploma or GED required.

Experience: Relevant experience in retail banking or customer service preferred.

Licenses & Certifications: Applicable certifications may be required.



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