Client Banking Specialist — Service & Transactions

River Bank & Trust; Montgomery (AL); On-site; USD 32,000 - 42,000; Full time

Job summary

River Bank & Trust is seeking a Financial Associate to accurately process customer transactions both in person and remotely while delivering outstanding hospitality. The role emphasizes cash handling, accuracy, and cross-selling across banking products.

The position requires a high school diploma or equivalent with prior banking or cash handling experience preferred, and proficiency in Microsoft Office. You will work in a fast-paced branch environment, supporting customers with professionalism

Qualifications

• High school diploma or equivalent required; banking or cash handling experience preferred.
• Ability to identify customer needs and refer products across bank lines.
• Proficiency with Word, Excel, and Outlook and basic accounting concepts.

Responsibilities

• Process customer transactions accurately via night deposits, phone, or in person.
• Provide exceptional hospitality and customer support aligned with bank culture.
• Balance cash drawer and handle deposits/withdrawals daily.
• Verify identifications, detect counterfeit currency, and follow policy.
• Answer calls and greet customers professionally as they visit the branch.
• Assist with checks, official checks, and safe-deposit box procedures.

Skills

Customer service

Cash handling

Regulatory compliance

Communication skills

microsoft office

Education

High School diploma or equivalent

Tools

Microsoft Office

Job description

River Bank & Trust is seeking a Financial Associate to accurately process customer transactions both in person and remotely while delivering outstanding hospitality. The role emphasizes cash handling, accuracy, and cross-selling across banking products.

The position requires a high school diploma or equivalent with prior banking or cash handling experience preferred, and proficiency in Microsoft Office. You will work in a fast-paced branch environment, supporting customers with professionalism