Client Solutions Banker: Relationship & Cash Expert

Jobtailor; Carrboro (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

Jobtailor is seeking a Customer Service Associate in the Carrboro, NC area to educate clients on mobile, online, and ATM banking options while handling cash transactions with accuracy and speed.

Ideal candidates will build strong client relationships, understand financial priorities, and connect clients to appropriate solutions, while adhering to regulatory guidelines and contributing to a culture of service excellence.

Qualifications

• Requires High School Diploma or GED.
• Desire for Bachelor's or business-related Associate's degree.
• Desirable: 1 year of sales experience with salary-plus incentives.
• Desirable: six months of cash handling experience.

Responsibilities

• Educate and assist clients with transactions through mobile, online banking, and ATM self-service resources.
• Accurately and efficiently process cash transactions for clients.
• Conduct conversations to understand clients' financial and life priorities.
• Connect clients to solutions that meet their financial goals.
• Support risk culture and strive for operational excellence.
• Build relationships with clients to meet financial needs.
• Follow processes and regulatory guidelines.
• Partner with experts in small business, lending, and investments.
• Manage financial center traffic, appointments, and outbound calls.
• Drive the client experience.
• Manage cash responsibilities.

Skills

Client Engagement

Cash Handling Experience

Effective Communication

Relationship Building

Time Management

Problem-Solving

Collaboration

Adaptability

Sales Experience

Financial Services Knowledge

Education

High School Diploma

Bachelor's Degree or business-relevant Associate's Degree

Job description

Jobtailor is seeking a Customer Service Associate in the Carrboro, NC area to educate clients on mobile, online, and ATM banking options while handling cash transactions with accuracy and speed.

Ideal candidates will build strong client relationships, understand financial priorities, and connect clients to appropriate solutions, while adhering to regulatory guidelines and contributing to a culture of service excellence.