Banking Sales Associate: New Accounts & Teller

CMYK-WHT midnight background; McKinney (TX); Presencial; USD 32 000 - 42 000; Tempo integral

Resumo da oferta

Unknown Employer seeks a Financial Associate (Teller/New Accounts) to provide friendly, professional service in person and over the phone. You will assist customers with opening new accounts, handle teller transactions, and promote bank products to expand relationships.

Key responsibilities include processing deposits and withdrawals, balancing daily cash, adhering to internal controls, and referring customers to other specialists. A helpful, sales-minded approach is essential.

Qualificações

• High School diploma or GED.
• Minimum of two years of retail/sales or banking experience required.
• Basic knowledge of retail product philosophy, policy, procedures, documentation and systems; some knowledge of retail products and services; proven customer service and interpersonal skills; effective selling, cross-selling and referral skills; strong mathematical, problem-solving, and negotiation skills preferred

Responsabilidades

• Opening deposit accounts and ancillary deposit services
• Processing paying and receiving transactions
• Balancing transactions and cash ensuring paper documentation and negotiability and an adequate audit trail
• Uncovering customer expansion opportunities and referring customers to proper bank associates
• Performs account maintenance and related activities
• Adheres to established internal controls on regulatory requirements ensuring compliance
• Meets service standards both in person and on the phone, ensuring a consistent level of customer service is achieved

Conhecimentos

Interpersonal skills

Customer service

Microsoft Office

Attention to detail

Team orientation

Confidentiality

Formação académica

High School diploma or GED

Descrição da oferta de emprego

Unknown Employer seeks a Financial Associate (Teller/New Accounts) to provide friendly, professional service in person and over the phone. You will assist customers with opening new accounts, handle teller transactions, and promote bank products to expand relationships.

Key responsibilities include processing deposits and withdrawals, balancing daily cash, adhering to internal controls, and referring customers to other specialists. A helpful, sales-minded approach is essential.