About this role
Role Overview
- Build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel.
- Assessing and attending to customers’ banking needs.
- Obtaining and processing customer and account information.
- Educating clients on available deposit and loan products and services.
- Recommending financial solutions based on each customer’s unique goals and needs.
- Responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch.
Requirements
- High school diploma or equivalent
- Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Basic knowledge of applicable bank and branch policies, procedures and support systems
- Proven customer service and interpersonal skills
- Experience with using and demonstrating digital products and self-service technologies
- Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
- Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
- Experience in the financial services industry preferred
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law