Banking Customer Experience & Cross-Sell Specialist

Chelsea State Bank; Jackson (MI); On-site; USD 32,000 - 42,000; Full time

Job summary

Chelsea State Bank is seeking a customer service focused professional to support daily banking operations in Michigan. You will assist customers with opening business and consumer accounts, handle a variety of teller transactions, and ensure accurate processing of deposits and withdrawals.

You may also identify referral opportunities to NDIP and cross-sell bank products and services, contributing to the customer experience and branch goals.

Qualifications

• Receives checks and cash for deposit to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records.
• Cashes checks and processes withdrawals. Receives mortgage, consumer and other loan payments.
• Counts coin and currency.
• Balances drawer at end of day.
• Aids in questions or concerns regarding ATM transactions.
• Opens new accounts (i.e. Checking, Savings, Time Deposits, IRA’s)
• Redeems Savings Bonds and matured Time Certificates
• Issues Cashier's checks
• Prepares account paperwork, including signature cards, check orders, wire transfers etc.
• Assists customers with questions and concerns.
• Aids in the cross selling of financial institution services.
• Attends training as required.
• Attendance is an essential function
• Other duties as assigned

Responsibilities

• Provides a complete range of customer services at the financial institution, including opening both business and consumer accounts.
• Provides a variety of customer transactions in accordance with financial institution policies and procedures.
• Recognizes referral opportunities to the NDIP department and the ability to cross sell the institutions products and services.

Job description

Chelsea State Bank is seeking a customer service focused professional to support daily banking operations in Michigan. You will assist customers with opening business and consumer accounts, handle a variety of teller transactions, and ensure accurate processing of deposits and withdrawals.

You may also identify referral opportunities to NDIP and cross-sell bank products and services, contributing to the customer experience and branch goals.