Bank Lobby Associate — Customer Care & Notary

Sunrise Banks NA

Saint Paul (MN)

On-site

USD 42,000 - 55,000

Full time

5 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Retirement (401k)
Life and AD&D insurance
Short/Long-term disability insurance
Paid Time Off (PTO)
Volunteer Time Off
Paid Parental Leave
Pet Insurance

Job summary

Sunrise Banks is hiring a Customer Service Representative (Reception Desk) to greet clients, answer calls, and route inquiries. The role supports lobby operations, notary services, and account updates while maintaining a welcoming environment.

The position requires high school or GED, familiarity with Microsoft Office, and the ability to use AI tools. On-site, full-time with a comprehensive benefits package is offered.

Qualifications

  • High school diploma or GED required.
  • Experience in the financial industry beneficial.
  • Experience with Microsoft Excel, Word, PowerPoint, and Outlook.
  • Demonstrates ability to work effectively with AI tools and maintains an open, curious approach to emerging technologies.

Responsibilities

  • Answers phones and greets customers, reflecting Sunrise Banks' service culture.
  • Assist customers with account questions and route to the correct department.
  • Be knowledgeable of safe deposit policies and procedures to assist customers.
  • Maintain lobby area and ensure brochures are stocked.
  • Coordinate the location’s mail and courier runs.
  • Provide support for promotional events as needed.
  • Perform notary services and account updates as needed.
  • Issue debit cards to clients and handle related duties.

Skills

Communication
Initiative
Integrity
Judgement
Organizational Skills
Productivity
Professionalism
Quality Service
Teamwork
Technical /PC Skills
Work Quality
Customer Service

Education

High school diploma or GED
Finance industry experience beneficial

Tools

Microsoft Excel
Microsoft Word
PowerPoint
Outlook

Job description

Sunrise Banks is hiring a Customer Service Representative (Reception Desk) to greet clients, answer calls, and route inquiries. The role supports lobby operations, notary services, and account updates while maintaining a welcoming environment.

The position requires high school or GED, familiarity with Microsoft Office, and the ability to use AI tools. On-site, full-time with a comprehensive benefits package is offered.

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