Relationship Banking Specialist

Ultipro; Town of Texas, Northern (WI, KY); Hybrid; USD 38,000 - 52,000; Full time

Job summary

Austin Bank is seeking a customer service associate to assist customers in choosing banking products, open deposit accounts, process teller transactions, and handle loan applications. You will provide friendly service, answer inquiries, and identify cross-sell opportunities to enhance customer relationships.

Qualifications include a diploma or higher and strong customer service skills. Experience in banking is a plus, and the role emphasizes accuracy, confidentiality, and teamwork.

Qualifications

• Diploma or higher required.
• Strong customer service andcommunication skills.
• Ability to explain products and assist customer selections.

Responsibilities

• Explains products/services available and assists in selection of the best option for the customer.
• Calls on potential or existing customers to develop or retain business.
• Interviews customer to assess financial needs and resolves questions regarding applications.
• Cross-sells bank products/services.
• Provides prompt, friendly service and builds customer relationships.
• Opens deposit accounts, processes teller transactions, and handles loan applications.
• Ensures documentation is complete and complies with policy.

Skills

Customer service

Computers

Education

Diploma or higher

Tools

Computers

Job description

Austin Bank is seeking a customer service associate to assist customers in choosing banking products, open deposit accounts, process teller transactions, and handle loan applications. You will provide friendly service, answer inquiries, and identify cross-sell opportunities to enhance customer relationships.

Qualifications include a diploma or higher and strong customer service skills. Experience in banking is a plus, and the role emphasizes accuracy, confidentiality, and teamwork.