Retail Bank Associate & Customer Solutions Advisor

Primis Bank; Gloucester (VA); On-site; USD 23,000 - 33,000; Full time

Job summary

Primis Bank is seeking a customer-focused teller to handle transactions, open accounts, and refer customers to specialists. You will perform deposits, check cashing, account holds, and respond to inquiries while ensuring compliance with bank policies.

The role emphasizes proactive sales to meet financial needs, attention to detail, and teamwork to maintain audit and MIC ratings. Regular attendance and familiarity with CRM software are required.

Qualifications

• Professional and effective communication skills including ability to ask questions to uncover and identify varying customer needs
• High level of detail orientation
• Proven team player
• Able to present product features and benefits effectively and provide sound guidance

Responsibilities

• Handle customer transactions and inquiries according to bank policies and procedures
• Proactively conduct sales activities to offer solutions and meet sales goals
• Refer customers to appropriate Primis staff to meet financial needs
• Maintain knowledge of bank products, services, pricing, and CRM software
• Ensure cash handling, balancing, and audit requirements are met
• Support market center operations including ATM, vault, and night depository duties

Skills

Customer service

Sales orientation

Communication skills

Attention to detail

Education

High School diploma or equivalent

Tools

CRM software

Job description

Primis Bank is seeking a customer-focused teller to handle transactions, open accounts, and refer customers to specialists. You will perform deposits, check cashing, account holds, and respond to inquiries while ensuring compliance with bank policies.

The role emphasizes proactive sales to meet financial needs, attention to detail, and teamwork to maintain audit and MIC ratings. Regular attendance and familiarity with CRM software are required.