Client Banking Advisor: Solutions & Service

Queensborough National Bank and Trust Co.; Savannah (GA); On-site; USD 32,000 - 42,000; Full time

Job summary

Queensborough National Bank and Trust Co. in Savannah, GA, seeks a customer-focused professional to assist clients with sales, service, and transactions while maintaining the confidentiality of the bank’s records and customer transactions.

You will educate customers about banking options, handle deposits and withdrawals, and contribute to branch goals with accuracy and courtesy. The role emphasizes compliance with bank policies and security measures.

Qualifications

• Experience in sales and financial services is preferred.
• Ability to educate customers about banking products based on needs.
• Attention to detail and accuracy in handling transactions.

Responsibilities

• Performs sales, service, and financial activities with all clients.
• Conducts client conversations to identify financial needs and potential solutions.
• Performs branch operational duties and supports financial services.
• Offers information on bank products and services to enhance customer relationships.
• Completes all sales and referral activity documentation for performance tracking.
• Receives checks and cash for deposits; verifies amounts and checks negotiability.
• Prepares official checks, processes cash advances, accepts loan payments, and scans daily transactions.
• Provides safe deposit box accounting support; supports business development with consumers and small businesses.
• Generates new business to meet branch and individual sales, service, and referral goals.
• Adheres to bank policies, procedures, and security measures.

Skills

Customer service

Cash handling

Sales

Job description

Queensborough National Bank and Trust Co. in Savannah, GA, seeks a customer-focused professional to assist clients with sales, service, and transactions while maintaining the confidentiality of the bank’s records and customer transactions.

You will educate customers about banking options, handle deposits and withdrawals, and contribute to branch goals with accuracy and courtesy. The role emphasizes compliance with bank policies and security measures.