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22 Mar 2023
Full-Time Service Associate I (Req#1846)
Job Description
Service Associates are skilled in the duties of both a Customer Service Representative sales on the platform, 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.
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.
- 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:
- Individuals in this position MUST be regularly scheduled to work 40-60% of his/her time each week on the platform, and the remaining 40-60% of his/her time on the teller line. No more than 60% of total scheduled time may be spent in either role.
- Ability to stand and remain standing for up to five hours at a time without a break
How to Apply
If you are interested to learn more and apply, click on the link below: https://gka.fa.us1.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX/job/1846/?utm_medium=jobshare193 total views, 0 today