Banking Specialist: Open Accounts & Cross-Sell Loans

Independent-Bank; Memphis (TN); On-site; USD 32,000 - 45,000; Full time

Job summary

Independent-Bank is seeking a Friendly Retail Banking Professional to provide quality, accurate customer service and timely processing of financial transactions in a branch environment.

You will promote bank products, educate clients about benefits, and support branch management while handling routine teller operations and account openings. The role emphasizes proactive service and compliance with policies.

Qualifications

• High school diploma or GED is required.
• 2-3 years of Teller or Relationship Banker experience is preferred.

Responsibilities

• Process daily financial transactions including deposits, currency handling, and cashing checks.
• Open checking and savings accounts and provide deposit product services.
• Inform clients about products/services and identify financial needs to drive cross-sell opportunities.
• Assist branch management with on-the-job training and participate in branch meetings.
• Support daily branch operations and other duties as assigned.

Skills

Customer service

Sales

Communication

Education

High school diploma or GED

Tools

Microsoft Office Suite

10-key calculator

Coin counter

Job description

Independent-Bank is seeking a Friendly Retail Banking Professional to provide quality, accurate customer service and timely processing of financial transactions in a branch environment.

You will promote bank products, educate clients about benefits, and support branch management while handling routine teller operations and account openings. The role emphasizes proactive service and compliance with policies.