Client-Centered Banking Specialist

Holiday Financial Services Corporation; Mentor, Northern (OH, KY); On-site; USD 35,000 - 48,000; Full time

Benefits offered by this job

Medical, Dental, Vision & Life Ins.

401K with company match

Paid Time Off & Holidays

Job summary

ERIEBANK in Ohio is seeking a Universal Associate to deliver a superior banking experience. You will greet clients, uncover opportunities, and recommend solutions tailored to individual needs while upholding bank policies.

Responsibilities include handling transactions, opening accounts, and assisting with retail lending, along with meeting performance targets for customer satisfaction and sales. Strong communication and basic math are essential.

Qualifications

• High school diploma or GED required; related experience preferred.
• Background screening will be conducted.
• Ability to read, comprehend, and interpret documents; professional communication.
• Proficiency with telephone systems and basic computer use.

Responsibilities

• Greet clients and engage in conversations; uncover opportunities and make product recommendations.
• Deliver an exceptional banking experience with each interaction.
• Perform transactions, account opening, and retail lending at a high level.
• Follow bank policies and procedures to ensure security and compliance.
• Meet or exceed performance targets related to customer satisfaction and product sales.

Skills

Language skills

Technology skills

Mathematical skills

Reasoning ability

Physical demands

Education

High School Diploma or GED

Job description

ERIEBANK in Ohio is seeking a Universal Associate to deliver a superior banking experience. You will greet clients, uncover opportunities, and recommend solutions tailored to individual needs while upholding bank policies.

Responsibilities include handling transactions, opening accounts, and assisting with retail lending, along with meeting performance targets for customer satisfaction and sales. Strong communication and basic math are essential.