Personal Banking & Solutions Advisor

Ion Bank; East Meriden (CT); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

401k and Employer Match

Life Insurance

Disability

HSA

FSA

Educational Assistance

Wellness Programs

Employee Assistance Program

15 Paid Time Off Days

11 Paid Holidays

Job Shadowing

Job summary

Ion Bank is seeking a friendly Banker to provide superior customer service, open accounts, handle teller transactions, and cross-sell bank products. You will work directly with customers to understand their financial needs and guide them through our services with accuracy and care.

Join a team that values community involvement and professional growth, and contribute to branch profitability through accurate processing and proactive support of customers and colleagues.

Qualifications

• High school diploma required.
• 2-3 years in retail banking or teller/sales experience.
• Knowledge of banking products and services.
• Ability to balance and handle cash.
• Familiar with customer service standards and cross-selling.

Responsibilities

• Provide superior customer service and perform banking functions with high expertise.
• Open accounts, perform account maintenance, and provide timely customer service solutions.
• Balance self and branch daily and ensure accuracy of work.
• Cross-sell and upsell bank products and services to meet customers' needs.
• Ensure compliance with branch policies and security procedures.

Skills

Customer service

Cross-selling

Cash handling

Regulatory knowledge

Education

High school diploma

NMLS registration

Job description

Ion Bank is seeking a friendly Banker to provide superior customer service, open accounts, handle teller transactions, and cross-sell bank products. You will work directly with customers to understand their financial needs and guide them through our services with accuracy and care.

Join a team that values community involvement and professional growth, and contribute to branch profitability through accurate processing and proactive support of customers and colleagues.