Banking Specialist: Customer Service & Sales

Primis Bank; Ashland (VA); On-site; USD 23,000 - 33,000; Full time

Job summary

Primis Bank is seeking a teller to deliver exceptional customer service while assisting customers with transactions and new account openings. The role includes referrals to the appropriate team member to meet financial needs within regulatory guidelines.

The ideal candidate has strong communication, detail orientation, and organizational skills, with a track record in customer service. This full-time role is based in a retail banking environment and may require occasional travel within market

Qualifications

• High School diploma or equivalent required.
• Customer service experience in a retail environment preferred.
• Previous retail banking experience is highly preferred.

Responsibilities

• Perform a variety of customer transactions and inquiries following the bank's standards and policies (deposits, check cashing, holds, inquiries, stop payments).
• Proactively conduct sales activities to offer solutions and meet sales goals.
• Refer customers to the Primis employee who can best meet their financial needs.

Skills

Customer service

Communication skills

Detail oriented

Team player

Organizational skills

Sales ability

Verbal and written communication

Education

High School diploma

Tools

CRM software

Job description

Primis Bank is seeking a teller to deliver exceptional customer service while assisting customers with transactions and new account openings. The role includes referrals to the appropriate team member to meet financial needs within regulatory guidelines.

The ideal candidate has strong communication, detail orientation, and organizational skills, with a track record in customer service. This full-time role is based in a retail banking environment and may require occasional travel within market