Banking Customer Solutions Specialist

Southeast Bank; Athens (TN); On-site; USD 32,000 - 52,000; Full time

Job summary

SouthEast Bank is hiring a Customer Service Representative at the Athens Branch in Athens, TN. In this full-time role, you will greet customers, open retail accounts, and identify financial solutions to meet their needs while building lasting relationships.

You will cross-sell bank products, refer clients to other lines of business, and ensure compliance with internal controls and federal regulations. Strong communication and multitasking skills are essential.

Qualifications

• High school diploma or equivalent required.
• Associates or bachelor's degree preferred.
• Banking customer service experience preferred.
• Maintain knowledge of state and federal regulations (BSA, privacy, fair lending).

Responsibilities

• Assist clients with sales opportunities and service needs at the branch.
• Open retail accounts and conduct client conversations in person or by phone.
• Provide financial solutions that meet client needs.
• Cross-sell products and refer to other lines of business.
• Ensure compliance with internal controls and risk policies.
• Pursue ongoing education on bank products and federal regulations.
• Make proactive outbound calls to clients and prospects.
• Carry out other duties as requested.

Skills

Tact and diplomacy

Strong organizational

Communication skills

Computer skills

Detail oriented

Knowledge of bank regulations

Pleasant telephone manner

Problem solving

Multitasking

Education

High school diploma or equivalent

Associates or bachelors degree, preferred

Job description

SouthEast Bank is hiring a Customer Service Representative at the Athens Branch in Athens, TN. In this full-time role, you will greet customers, open retail accounts, and identify financial solutions to meet their needs while building lasting relationships.

You will cross-sell bank products, refer clients to other lines of business, and ensure compliance with internal controls and federal regulations. Strong communication and multitasking skills are essential.