Banking Specialist: Customer Service & New Accounts

I Bankonline; Memphis, Northern (TN, KY); Hybrid; USD 32,000 - 42,000; Full time

Job summary

I Bankonline is seeking a Universal Banker to deliver quality customer service in a retail banking environment. You will process daily financial transactions, open accounts, and promote bank products through proactive sales while educating customers about services.

Key duties include teller and platform support, cross-selling, taking loan applications, and assisting branch management to ensure smooth operations and exceptional service delivery.

Qualifications

• Duties include customer service, teller operations, and opening accounts.
• Cross-sell bank products and refer to partners.
• Take loan applications and hand off for processing.
• Assist branch management with on-the-job training.
• Participate in branch meetings and daily operations.
• Must have high school diploma or GED and 2-3 years banking experience.
• Proficiency with Microsoft Office is a plus.

Responsibilities

• Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients.
• Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships, participate in client calling activities during special deposit/loan campaigns.
• Responsible for taking loan application for personal/retail consumer needs and “handing off” the processing of these applications to the appropriate associate.
• Assist branch management with “on the job training” of new associates
• Participate in branch meetings to enhance knowledge of sales initiatives/processes, bank products, operational processes and “exceptional” customer service delivery.
• Assist branch associates with all aspects of daily branch operations as needed.
• Perform all other job-related duties as assigned.

Skills

Customer service

Sales orientation

Communication

Education

High school diploma or GED

2-3 years of experience as Teller or Relationship Banker

Tools

Microsoft Office Suite

10-key calculator

Coin counter

Job description

I Bankonline is seeking a Universal Banker to deliver quality customer service in a retail banking environment. You will process daily financial transactions, open accounts, and promote bank products through proactive sales while educating customers about services.

Key duties include teller and platform support, cross-selling, taking loan applications, and assisting branch management to ensure smooth operations and exceptional service delivery.