Relationship Banker: Client Growth & Service Pro

Beneficial State Bank; Fresno (CA); On-site; USD 32,000 - 42,000; Full time

Job summary

Beneficial State Bank is seeking a Customer Service Representative to serve as the main point of contact for customers visiting the Fresno branch, delivering a high level of service and handling inquiries and transactions efficiently.

You will cross-sell bank products, refer customers to the Branch Manager or Senior Relationship Banker, and train customers on digital options to enhance their banking experience. A team-oriented approach and strong communication are essential in this role.

Qualifications

• Excellent customer service skills.
• Strong organization & time management skills.
• Team-oriented and able to work well with others.
• Clear oral and written communication abilities.

Responsibilities

• Assist customers with consumer and commercial transactions, requests, and inquiries.
• Maintain a cash drawer within the assigned cash limits and meet cash balancing requirements.
• Process transactions efficiently and securely in compliance with bank policies and procedures.
• Engage customers to understand needs and cross-sell bank products and services.
• Refer customers to Branch Manager or Senior Relationship Banker as appropriate.
• Promote digital banking options and assist customers with online/mobile tools.

Skills

Customer service

Time management

Team oriented

Communication skills

Education

High School diploma or equivalent

Tools

Microsoft Office

Job description

Beneficial State Bank is seeking a Customer Service Representative to serve as the main point of contact for customers visiting the Fresno branch, delivering a high level of service and handling inquiries and transactions efficiently.

You will cross-sell bank products, refer customers to the Branch Manager or Senior Relationship Banker, and train customers on digital options to enhance their banking experience. A team-oriented approach and strong communication are essential in this role.