Elite Banking Associate - Client Solutions & Service

HomeTrust Bank; Charlotte (NC); On-site; USD 42,000 - 54,000; Full time

Job summary

HomeTrust Bank seeks an energetic Universal Banking Associate to deliver elite customer service while handling transactions, opening and maintaining accounts, and promoting bank products. You will be the primary contact for customers in person and by phone, supporting business center development and ensuring compliance with banking regulations.

You will work toward sales and service goals, balance cash drawers, process deposits and loans, and participate in training to stay current with

Qualifications

• Public contact or sales experience is required.
• Experience in SSA position or equivalent at another financial institution.
• Above average PC and technology skills and ability to use applicable software.
• Familiarity with federal and state banking regulations including BSA, AML, CIP, and OFAC.
• Knowledge of Teller system and account opening/maintenance activities.
• Sales/service skills to identify customer needs and refer services.
• Stay up to date with policies for retail and consumer lending products.
• Excellent verbal and written communication and attention to detail.
• Complete in-house training within one year.
• Actively learns and fosters HomeTrust culture.
• Team and goal-oriented; work toward sales/service goals.
• Independence in following bank policies and operating within authority.
• Proficient in Microsoft Office.
• Organized with aptitude for basic math.

Responsibilities

• Attract and retain customer relationships with elite service in person and by phone.
• Serve as primary contact for transactions, new accounts, and maintenance.
• Participate in outbound calls to support center development.
• Handle teller transactions and process new account openings.
• Receive and process deposits, checks, and wire transfers.
• Balance cash drawer and ensure accuracy; vault custodian duties.
• Explain bank products and set up consumer/business accounts.
• Promote retail and business products and make referrals.
• Provide micro-lending referrals to appropriate managers.
• Adhere to regulatory requirements and complete compliance training.

Skills

Customer service

Sales

Communication

Money handling

Attention to detail

Microsoft Office

Education

High school diploma or equivalent

Associate/bachelor’s degree in relevant field

Tools

Banking software

Branch automation systems

Job description

HomeTrust Bank seeks an energetic Universal Banking Associate to deliver elite customer service while handling transactions, opening and maintaining accounts, and promoting bank products. You will be the primary contact for customers in person and by phone, supporting business center development and ensuring compliance with banking regulations.

You will work toward sales and service goals, balance cash drawers, process deposits and loans, and participate in training to stay current with