Account Services & Cross-Sell Specialist - Banking

Chelsea State Bank; Chelsea (MI); Presencial; USD 36 000 - 48 000; Tempo integral

Resumo da oferta

Chelsea State Bank is seeking a customer service associate to provide a complete range of banking services on a daily basis. The role includes assisting customers with account openings, deposits, withdrawals, and inquiries, while maintaining adherence to standard policies and procedures.

The position emphasizes accurate cash handling, balancing drawers at end of day, and opportunities to refer clients to the NDIP department and cross-sell bank products and services.

Qualificações

• Provides a complete range of customer services at the financial institution, including opening both business and consumer accounts.
• Handles daily customer transactions in accordance with policies and procedures.

Responsabilidades

• Receives checks and cash for deposits, verifies amounts and endorsements.
• Processes withdrawals and loan payments.
• Counts coin and currency and balances drawer at end of day.
• Assists customers with ATM questions and account related inquiries.
• Opens and maintains accounts (Checking, Savings, Time Deposits, IRAs).
• Prepares and processes account paperwork and transfers.
• Aids cross selling of bank services and referrals to NDIP when appropriate.

Conhecimentos

Customer service

Cash handling

Account opening

Cross-selling

Descrição da oferta de emprego

Chelsea State Bank is seeking a customer service associate to provide a complete range of banking services on a daily basis. The role includes assisting customers with account openings, deposits, withdrawals, and inquiries, while maintaining adherence to standard policies and procedures.

The position emphasizes accurate cash handling, balancing drawers at end of day, and opportunities to refer clients to the NDIP department and cross-sell bank products and services.