Banking Customer Advisor: Build Relationships & Solutions

SouthEast Bank; Tennessee; On-site; USD 32,000 - 42,000; Full time

Job summary

SouthEast Bank seeks a Customer Service Representative to greet clients, understand their financial needs, and open personalized product solutions. You will build lasting relationships, advise on options, and help customers reach their financial goals.

The role emphasizes cross-selling bank products while maintaining strong compliance with regulations and internal controls. Prior banking customer service and retail banking experience are preferred; high school diploma is required.

Qualifications

• High school diploma or equivalent required.
• Associates or Bachelor's degree preferred.
• Banking customer service experience preferred.
• Retail banking experience preferred.

Responsibilities

• Assist clients with sales opportunities and service needs.
• Conduct effective conversations in person and by phone; open retail accounts.
• Provide financial solutions meeting client needs.
• Cross-sell products based on customer needs within standards.
• Ensure compliance with internal controls and regulatory policies.
• Maintain knowledge of SouthEast Bank products and regulations.
• Make proactive outbound calls to clients and prospects.
• Carry out other duties as assigned.

Skills

Customer service

Communication

Multitasking

Problem solving

Education

High school diploma

Associate or Bachelor degree preferred

Job description

SouthEast Bank seeks a Customer Service Representative to greet clients, understand their financial needs, and open personalized product solutions. You will build lasting relationships, advise on options, and help customers reach their financial goals.

The role emphasizes cross-selling bank products while maintaining strong compliance with regulations and internal controls. Prior banking customer service and retail banking experience are preferred; high school diploma is required.