Relationship Banker & Sales Specialist

Bank of Hope; New York (NY); On-site; USD 30,000 - 33,000; Full time

Benefits offered by this job

Bonus

Benefits

Job summary

Bank of Hope in New York seeks a friendly, professional Customer Service & Sales representative to assist customers, resolve inquiries, and promote banking products and services. You will build relationships, educate on digital banking, and help our branch meet sales goals.

You will perform teller transactions, support account openings and closings, and stay compliant with policies while cross-selling to deepen customer relationships. Bilingual Korean a plus.

Qualifications

• Minimum education level: High School Diploma.
• Fluent in English (written and spoken).
• Strong organizational skills and ability to multitask in a fast-paced environment.
• Excellent customer service and relationship-building abilities.
• Korean language preferred.

Responsibilities

• Provide a welcoming and professional experience for all customers, assisting with inquiries and resolving issues promptly.
• Build relationships by understanding customer needs and recommending appropriate banking products and services.
• Promote bank products and services to achieve individual and branch sales goals, including accounts, loans, and other financial solutions.
• Educate customers on digital banking options and self-service tools to enhance their banking experience.
• Maintain knowledge of bank products, services, and promotions to provide accurate and helpful information.
• Perform teller transactions, including deposits, withdrawals, transfers, and payments, with accuracy and efficiency.
• Assist customers with account openings, updates, and closings, ensuring compliance with bank policies and procedures.
• Identify opportunities to deepen customer relationships by cross-selling or upselling additional products and services.
• Monitor and maintain cash drawer accuracy while following established cash-handling procedures.
• Ensure adherence to bank policies, procedures, and regulatory requirements, including security and fraud prevention protocols.
• Participate in operational tasks such as ATM balancing, night deposit processing, and maintaining branch supplies.
• Monitor and elevate any suspicious account activity or potential risks to management as needed.
• Maintain organized and accurate records to support branch audits and operational reviews.
• Collaborate with branch team members to ensure seamless service delivery and achievement of branch goals.
• Assist with training and mentoring new team members as directed by management.
• Participate in branch meetings and training sessions to stay informed of updates and best practices.

Skills

Excellent verbal and written沟通

Education

High School Diploma

Job description

Bank of Hope in New York seeks a friendly, professional Customer Service & Sales representative to assist customers, resolve inquiries, and promote banking products and services. You will build relationships, educate on digital banking, and help our branch meet sales goals.

You will perform teller transactions, support account openings and closings, and stay compliant with policies while cross-selling to deepen customer relationships. Bilingual Korean a plus.