Banking Client Advocate & Cross-Sell Specialist

EagleBank; Bethesda (MD); On-site; USD 32,000 - 46,000; Full time

Job summary

EagleBank in Bethesda, MD is seeking a Customer Service Representative to establish, retain and deepen client relationships. You will process teller transactions, balance cash accurately and provide quality service to both internal and external clients.

You will resolve basic service issues and maintain knowledge of bank products and procedures, while proactively identifying cross-sell opportunities to strengthen client relationships.

Qualifications

• H.S. Diploma or GED or equivalent.
• 1 year cash handling experience.
• 2 years in platform/opening/servicing accounts at EagleBank or equivalent.
• Knowledge of Platform and Teller systems.
• Professionalism with internal and external customers.
• Basic knowledge of MS Office products.

Responsibilities

• Process teller transactions and balance cash accurately and efficiently.
• Establish, retain and deepen client relationships through quality service.
• Proactively contact clients to identify additional banking needs and cross-sell where appropriate.
• Resolve basic service issues by applying knowledge of bank products and procedures.

Skills

Cash handling

Customer service

Professionalism

Banking knowledge

Regulatory compliance

Education

High School Diploma or GED

Tools

Platform/Teller system

MS Office

Job description

EagleBank in Bethesda, MD is seeking a Customer Service Representative to establish, retain and deepen client relationships. You will process teller transactions, balance cash accurately and provide quality service to both internal and external clients.

You will resolve basic service issues and maintain knowledge of bank products and procedures, while proactively identifying cross-sell opportunities to strengthen client relationships.