Relationship Banker & Client Growth Specialist

Bank-of-Oak-Ridge; Greensboro (NC); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of Oak Ridge in Greensboro, NC seeks a Client Service Representative to build relationships with clients and deliver financial solutions. You will cross-sell insurance, wealth management, and mortgage services while handling teller transactions and opening new accounts.

Ideal candidates have 2+ years of customer service experience, strong communication skills, and proficiency with Microsoft Office. Travel to branches may be required, and adherence to BSA/AML regulations is essential.

Qualifications

• Minimum education level of HS diploma or equivalent.
• Bachelor's degree preferred.
• At least 2 years of customer service experience relative to the job. Financial services industry experience preferred.
• Prior experience in a lending role preferred.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook)
• Detail oriented with ability to work in a fast-paced environment managing multiple priorities.
• Team player with positive, professional attitude.

Responsibilities

• Build and maintain strong relationships with Bank of Oak Ridge clients.
• Expand client relationships by identifying client needs and developing solutions to their financial goals.
• Promote, refer and cross sell clients to the Bank's insurance, wealth management and mortgage departments.
• Process teller transactions including check cashing, deposits, withdrawals, etc.
• Open new accounts.
• Respond to client inquiries regarding deposit, credit and other products or services. Actively listen to client concerns, research to find a solution and execute.
• Perform other complex financial services transactions as needed.
• Occasionally travel to different branch locations for onsite coverage.
• Serve as Client Connect / ITM Representative on the Saturday shift rotation.
• Comply with Bank Secrecy Act and Anti-Money Laundering federal regulations and guidelines, internal bank policies, and complete annual training requirements.

Skills

Customer service

Communication skills

Microsoft Office

Detail oriented

Team player

Lending experience

Multitasking

Education

HS diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

Bank of Oak Ridge in Greensboro, NC seeks a Client Service Representative to build relationships with clients and deliver financial solutions. You will cross-sell insurance, wealth management, and mortgage services while handling teller transactions and opening new accounts.

Ideal candidates have 2+ years of customer service experience, strong communication skills, and proficiency with Microsoft Office. Travel to branches may be required, and adherence to BSA/AML regulations is essential.