Client-Centric Banker II - Loans, Accounts & Cross-Sell

Centreville Bank; Coventry (RI); On-site; USD 42,000 - 64,000; Full time

Job summary

Centreville Bank in Rhode Island seeks a Banker to deliver an exceptional customer experience in-branch while meeting business objectives. The Banker collaborates with management to ensure sales, service and operations plans are met and will actively participate in cross-selling the Bank’s products.

The role requires near-term cash handling and customer service capabilities, with strong knowledge of banking procedures, and a commitment to attendance and punctuality.

Qualifications

• High School Diploma or equivalent required.
• 2 years of cash handling experience; sales and service experience preferred.
• Ability to project the vision and image of Centreville Bank.
• Strong knowledge of current banking environment procedures and regulations.
• Strong knowledge of bank products, services, policies, and procedures.
• Basic knowledge of Microsoft Word and Excel.
• Ability to multitask.

Responsibilities

• Assist customers in opening of accounts.
• Initiate conversations with customers to offer needs based cross selling opportunities of products and services.
• Prepare loan applications for various consumer lending products including personal, auto, and equity products.
• Follow through with completed application to closing the loan once approved.
• Refer customers to other business lines for mortgage, commercial lending, merchant services and online channel needs.
• Deliver consistent, exceptional customer service by adhering to Centreville Bank’s service expectations.
• Own the customer experience from beginning to end.
• Contribute to the achievement of Bank objectives and goals.
• Active participation in the community on behalf of the Bank.
• Perform as a team member by participating in the daily workflow.
• Comply with all Retail and Bank policies, procedures, and regulations.
• Meet expectations for attendance and punctuality.
• Participate in the day to day operational functions of the branch including accurate daily settlement of cash drawers, vaults, ATMs, branch, and daily reports.
• Must be flexible with ability to adapt to change.

Skills

Cash handling

Sales & service

Multitasking

Teamwork

Education

High School Diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

Centreville Bank in Rhode Island seeks a Banker to deliver an exceptional customer experience in-branch while meeting business objectives. The Banker collaborates with management to ensure sales, service and operations plans are met and will actively participate in cross-selling the Bank’s products.

The role requires near-term cash handling and customer service capabilities, with strong knowledge of banking procedures, and a commitment to attendance and punctuality.