Banking Associate I — Customer Service & Sales

Primis Bank Opportunities; Gloucester (VA); On-site; USD 32,000 - 42,000; Full time

Job summary

Primis Bank Opportunities is seeking a friendly teller to provide exceptional customer service while handling a range of transactions and assisting new account openings and referrals. The role emphasizes accuracy, compliance, and teamwork within a retail banking environment.

In addition to cash handling, the position requires sales aptitude, knowledge of bank products, and the ability to balance cash, support ATM/vault operations, and maintain excellent customer relationships.

Qualifications

• High school diploma or equivalent.
• Cash handling experience.
• Customer service experience in a retail environment.
• Sales experience, including cross-selling (preferred).
• Previous retail bank experience (highly preferred).

Responsibilities

• Perform a variety of customer transactions and inquiries in accordance with the Bank’s customer service standards and policies/procedures (i.e. handling deposits, check cashing, account holds, customer inquiries, and stop payments).
• Proactively conduct sales activities to offer solutions to customer’s financial needs while also meeting sales goals.
• Display customer focus and team orientation by referring customers to the Primis employee that can best meet their financial needs.
• Adhere to operational guidelines ensuring Balancing Standard Guidelines are met and satisfactory Audit and MIC scores are achieved.
• Complete arrangements and documents for special services such as foreign currency/items, direct deposits, and the origination of outgoing wires and services or government bond transactions.
• Perform market center functions and support other market center employees or job duties including but not limited to, servicing overdrawn/past due accounts, OFAC review, Back Counter Processing, ATM management, vault, main vault, night depository responsibilities and opening. Plan, monitor and adhere to the cash requirements of the market center; place cash order and prepare shipment.
• Maintain knowledge and a strong understanding of the Bank’s products/services, pricing, and the Bank’s customer relationship management software.
• Assist other market center employees as needed to ensure satisfactory audit ratings are achieved at the market center level; including, but not limited to, responsibility for completing portions of the market center’s Monthly Internal Control Report (MICR) and creating documentation specific to other operating policies/procedures.
• In person attendance required.
• Regular, reliable and predictable attendance.

Skills

Communication skills

Detail oriented

Team player

Present product features

Organizational skills

Verbal and written communication

Education

High School diploma or equivalent

Tools

CRM software

Job description

Primis Bank Opportunities is seeking a friendly teller to provide exceptional customer service while handling a range of transactions and assisting new account openings and referrals. The role emphasizes accuracy, compliance, and teamwork within a retail banking environment.

In addition to cash handling, the position requires sales aptitude, knowledge of bank products, and the ability to balance cash, support ATM/vault operations, and maintain excellent customer relationships.