Banking Services Associate — Customer Solutions

Primis Bank Opportunities; New Jersey; On-site; USD 23,000 - 33,000; Full time

Job summary

Primis Bank Opportunities is seeking a customer service-driven associate to assist new and existing customers with transactions, account openings, and referrals. You will balance cash, process deposits, and ensure compliance with policies.

Responsibilities include sales activities to meet goals, referring customers to the right team, and maintaining accurate records while delivering excellent service. This role emphasizes attention to detail and teamwork in a retail banking environment.

Qualifications

• High school diploma or equivalent required.
• Customer service experience in a retail environment preferred.
• Previous retail bank experience preferred.

Responsibilities

• Handle a variety of customer transactions per policies.
• Proactively sell products and referrals to meet goals.
• Refer customers to the appropriate Primis employee.
• Maintain cash handling accuracy and audit readiness.
• Support market center operations and cash logistics.

Skills

Customer service

Sales oriented

Communication skills

Detail oriented

Team player

Product knowledge

Organizational skills

Verbal communication

Written communication

Education

High School diploma or equivalent

Job description

Primis Bank Opportunities is seeking a customer service-driven associate to assist new and existing customers with transactions, account openings, and referrals. You will balance cash, process deposits, and ensure compliance with policies.

Responsibilities include sales activities to meet goals, referring customers to the right team, and maintaining accurate records while delivering excellent service. This role emphasizes attention to detail and teamwork in a retail banking environment.