POSITION TITLE: Essential Banker
LOCATION: Main Financial Center
DEPARTMENT: Retail

REPORTS TO: Assistant Financial Center Manager Main Financial Center
SUPERVISOR TO: N/A
EMPLOYMENT TYPE: Full-Time
STATUS: Non-Exempt

DEPARTMENT | ROLE DESCRIPTION:

We are looking for an Essential Banker to assist our customers in managing their bank accounts and finances. You'll be responsible for building long-term relationships with clients and cross-selling them our products and services. Essential Bankers should be excellent communicators with knowledge of our banking processes and products. You'll be the face of our bank, and we'll depend on you to provide high-quality customer service.

RESPONSIBILITIES (INCLUDING BUT NOT LIMITED TO):

• Advise customers on bank services for their needs (ex. Loans, credit cards, investment services)
• Process transactions on customer accounts (deposits, withdrawals, loan payments, etc.)
• Resolve any issues with banking services and accounts
• Refer clients to product experts as needed
• Collaborate with other professionals to ensure high-quality customer service
• Handle customer needs by providing high level solutions to questions and concerns
• Make sound decisions based on our policies/procedures with a solid risk assessment

MINIMUM QUALIFICATIONS

• Experience in sales or customer service field
• Excellent communication skills
• Customer-oriented approach to problem solving
• High School Degree or Equivalent Education

PREFERRED QUALIFICATIONS

• Knowledge of banking practices and regulations
• Cash handling experience