Promptly identify and satisfy customer needs. Support sales of mortgage loans, and annuities by making referrals. Proactively promote and cross-sell the Bank’s services and products to current and potential customers. Assist with all branch level marketing activities and promotions. Assist with applicable aspects of daily operations, including: opening new accounts, handling customer transactions, and accurately completing all CIP requirements. Miscellaneous other duties as assigned.
Hours: Monday - Friday (40-hour work week), and some Saturday mornings required.
2+ years of college preferred
3 - 5 years experience in financial service and/or sales industry
Professional appearance and manner
Excellent customer service skills
Good communication skills
Good time management and organizational skills - must be detail-oriented and thorough
Good interpersonal skills; ability to effectively interact with individuals in all areas of the bank
Sound judgment and decision-making skills
Ability to identify and meet customer needs
Must have a strong knowledge and understanding of sales
Bilingual a plus