Service Associate I
1 month ago
*Works toward achieving specific individual sales and service goals through the following activities:*
*Responsibilities:*
* Opens deposit accounts
* Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.)
* Closes loans for customers for applicable business lines (i.e. consumer lending)
* Makes referrals to other bank business lines and third party partners
* Proactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolio
* For licensed individuals, sells annuities and/or insurance products
* Responsible for operational compliance and adherence to policy
* Handles daily account maintenance and other service issues as necessary
*Teller Duties:*
* Process deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts.
* Cash checks for customers and non-customers according to bank policy.
* Process and properly record the sale of monetary instruments (i.e. official bank checks).
* Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments.
* Process foreign currency purchases and sales.
* Process various types of loan payments and credit card cash advances.
* Relative to all duties, must adhere to all bank policies and procedures.
*Qualifications:*
* Incumbent must have the ability to work independently, multi-tasking in a fast-paced environment.
* Individual should be an outgoing self-starter and be technically literate.
* Basic business acumen and professionalism is a must.
* Strong written and verbal communication skills are critical.
* Ability to build relationships and strong alliances across the organization.
* Ability to quickly learn all there is to know about the products and services offered by the bank.
* Must have a reliable vehicle
* One-to-two years of sales experience in a retail environment preferred.
* Some banking experience is preferred (i.e. teller or otherwise) is a plus.
* High School or equivalent
*Work Requirements:*
* Ability to stand and remain standing for up to five hours at a time
Job Type: Full-time
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Paid sick time
* Paid time off
* Vision insurance
Work Location: In person
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