Banking Customer Success & Sales Specialist

City National Bank; Beckley (WV); On-site; USD 32,000 - 42,000; Full time

Job summary

City National Bank is seeking a motivated Customer Service Representative to join our branch team in Beckley, WV. You will deliver outstanding service, handle routine transactions, and assist customers with loan applications, striving to meet immediate needs while expanding relationships.

You will promote bank products, manage cash handling, and maintain knowledge of policies and procedures to ensure accurate, compliant service at the counter.

Qualifications

• High school diploma or equivalent.
• Demonstrated sales and service skills.
• Ability to multi-task, organize, and prioritize to ensure excellent customer service.
• Personal computer proficiency; cash handling experience preferred.
• 1-2 years of retail banking experience preferred.

Responsibilities

• Provide excellent customer service and resolve routine and complex problems on customer accounts.
• Promote and sell bank products and services to customers.
• Process routine banking transactions and service requests including deposits, withdrawals, transfers, loan payments.
• Assist customers with loan applications and gather required documents.
• Maintain accurate cash handling and balance duties.
• Stay knowledgeable about bank policies and products and refer customers as needed.

Skills

Customer service

Sales skills

Oral communication

Multitasking

Cash handling

Education

High school diploma or equivalent

Tools

Banking software

Job description

City National Bank is seeking a motivated Customer Service Representative to join our branch team in Beckley, WV. You will deliver outstanding service, handle routine transactions, and assist customers with loan applications, striving to meet immediate needs while expanding relationships.

You will promote bank products, manage cash handling, and maintain knowledge of policies and procedures to ensure accurate, compliant service at the counter.