Essential Banker

Oconee State Bank; Watkinsville (GA); On-site; USD 42,000 - 70,000; Full time

Job summary

Oconee State Bank is seeking an Essential Banker to help customers manage their accounts and finances, building long-term relationships and cross-selling products and services.

You will deliver high-quality customer service, advise on loans, credit cards, and investments, process transactions, and refer clients to product experts as needed, while collaborating with colleagues to ensure strong service and risk-conscious decisions.

Qualifications

• Experience in sales or customer service field.
• Excellent communication skills.
• Customer-oriented approach to problem solving.

Responsibilities

• Advise customers on bank services for their needs (ex. Loans, credit cards, investment services).
• Process transactions on customer accounts (deposits, withdrawals, loan payments, etc.).
• Resolve any issues with banking services and accounts.
• Refer clients to product experts as needed.
• Collaborate with other professionals to ensure high-quality customer service.
• Handle customer needs by providing high level solutions to questions and concerns.
• Make sound decisions based on our policies/procedures with a solid risk assessment.

Skills

Excellent communication

Sales / Customer service

Problem solving

Job description

We are looking for an Essential Banker to assist our customers in managing their bank accounts and finances. You’ll be responsible for building long-term relationships with clients and cross-selling them our products and services. Essential Bankers should be excellent communicators with knowledge of our banking processes and products. You’ll be the face of our bank, and we’ll depend on you to provide high-quality customer service.RESPONSIBILITIES (INCLUDING BUT NOT LIMITED TO):Advise customers on bank services for their needs (ex. Loans, credit cards, investment services)Process transactions on customer accounts (deposits, withdrawals, loan payments, etc.)Resolve any issues with banking services and accountsRefer clients to product experts as neededCollaborate with other professionals to ensure high-quality customer serviceHandle customer needs by providing high level solutions to questions and concernsMake sound decisions based on our policies/procedures with a solid risk assessmentMINIMUM QUALIFICATIONS:Experience in sales or customer service fieldExcellent communication skillsCustomer-oriented approach to problem solvingPREFERRED QUALIFICATIONS:Knowledge of banking practices and regulationsCash handling experienceOconee State Bank is an Equal Opportunity EmployerNotice to Recruiters: We value our recruiting partnerships, but to protect the interest of all parties, Oconee State Bank (OSB) does not accept unsolicited resumes from recruiters. All recruiting is managed through OSB's Human Resources Department and contacting hiring managers directly is not appropriate. If you would like to develop a recruiting relationship, please work directly with Human Resources. All unsolicited resumes submitted through our website or to OSB email accounts shall be deemed property of Oconee State Bank.