Banking Services Specialist: Customer Advisor & Accounts

Montgomery Bank; Ellisville (MO); Sur place; USD 42 000 - 62 000; Plein temps

Résumé du poste

Montgomery Bank in Missouri is seeking a branch operations associate responsible for supporting daily activities, processing new account transactions, and assisting customers with account selections and services.

The role includes cross-selling non-mortgage products, opening and closing account types, and providing training support to less experienced Retail Branch personnel as needed.

Qualifications

• College degree or equivalent combination of education and experience required.
• Two (2) or more years experience in a sales environment in the financial industry.
• Incumbent must complete and obtain a minimum score for assigned annual compliance tests appropriate for the position.

Responsabilités

• Perform intermediate duties and support branch operations; processes all new account transactions.
• Assists customers in their selection of various accounts and financial services; cross-sell Bank products.
• Open, maintain and close all account types; promote business through good customer relations.

Connaissances

Sales experience in financial industry

Compliance testing

Formation

College degree or equivalent

Description du poste

Montgomery Bank in Missouri is seeking a branch operations associate responsible for supporting daily activities, processing new account transactions, and assisting customers with account selections and services.

The role includes cross-selling non-mortgage products, opening and closing account types, and providing training support to less experienced Retail Branch personnel as needed.