Banking Solutions Specialist — Grow Loans & Customer Relationships

City National Bank

Ronceverte (WV)

On-site

USD 30,000 - 42,000

Full time

12 days ago
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Job summary

City National Bank is seeking a Customer Service Representative in West Virginia to manage lobby traffic, resolve routine and complex account issues, and promote bank products. You will handle deposits, withdrawals, transfers, loan payments, and disputes with accuracy while maintaining a professional appearance and courteous demeanor.

The role emphasizes excellent customer service, cross-selling opportunities, and adherence to regulatory policies.

Qualifications

  • High school diploma or equivalent
  • Demonstrated sales and service skills
  • Ability to multi-task, organize, and prioritize to ensure excellent customer service
  • Displays professional dress and demeanor
  • Personal computer proficiency
  • Cash handling experience preferred
  • 1-2 years of retail banking experience preferred
  • Compliance with SAFE Mortgage Licensing Act and Reg Z; NMLS registration and background check within 30 days

Responsibilities

  • Provides excellent customer service and handles lobby traffic to reduce wait times
  • Acts as primary contact for resolving routine and complex account problems
  • Promotes and sells bank products and services using the bank's model to uncover needs
  • Processes routine banking transactions and service requests (check cashing, deposits, withdrawals, transfers, loan payments, disputes)
  • Maintains and balances cash supply
  • Assists customers with loan applications and documents; supports retail loan department
  • Meets minimum production levels for loans, accounts and mortgage referrals
  • Develops and maintains customer relationships and seeks referrals
  • Refers customers to departments and partners appropriately
  • Keeps up-to-date knowledge of bank products and services
  • Adheres to regulatory, audit, and compliance policies

Skills

Customer service
Sales skills
Oral communication
Listening skills
Banking system knowledge

Education

High school diploma or equivalent

Tools

PC proficiency

Job description

City National Bank is seeking a Customer Service Representative in West Virginia to manage lobby traffic, resolve routine and complex account issues, and promote bank products. You will handle deposits, withdrawals, transfers, loan payments, and disputes with accuracy while maintaining a professional appearance and courteous demeanor.

The role emphasizes excellent customer service, cross-selling opportunities, and adherence to regulatory policies.

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