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9 Sep 2022
Full-Time Regional Service Associate (Req#956)
Job Description
The Regional Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line).
Works toward achieving specific individual sales and service goals through the following activities:
- 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
- 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
- In-store locations are open 7-days / week with extended evening hours on several days. Employees may be required to work rotating shifts that include evenings and weekends.
- Required to travel throughout the region 100% of the time
Qualifications:
- High school diploma or equivalent
- One-to-two years of sales experience in a retail environment preferred
- Some banking experience is preferred (i.e. teller or otherwise)
How to Apply
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