Retail Banker: Proactive Sales & Relationship Expert

Jobtailor; Charlotte (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

Jobtailor in Charlotte, NC is seeking a Customer Service oriented Banking Associate to drive needs-based conversations, process transactions, and deliver loan products while ensuring accurate packages. The role emphasizes precise transaction handling and strong compliance with banking regulations.

You will maintain knowledge of retail banking products, enhance customer relationships, and address customer needs, while referring to other services as appropriate.

Qualifications

• 1+ years of banking, cash handling, or retail experience.
• Strong analytical, accuracy, and problem-solving skills.
• Excellent verbal and written communication skills.
• Ability to pass a criminal background check.
• Ability to pass a credit check.

Responsibilities

• Drive proactive needs-based sales conversations through service-to-sales interactions, teller interactions, and appointment setting.
• Maintain comprehensive knowledge of retail banking products and services.
• Enhance existing customer relationships and cultivate new relationships by understanding and addressing customer needs.
• Deliver loan products while ensuring packages are correct and complete.
• Refer customers to other areas of the bank for additional banking products and services.
• Educate customers on transaction-management technology, tools, and resources.
• Apply product and service knowledge to solve customer problems.
• Process deposits, withdrawals, and other routine transactions accurately and confidentially.
• Ensure adherence to banking regulations and internal policies.

Skills

Analytical skills

Interpersonal communication

Problem solving

Cash handling

Tools

Transaction Management

Job description

Jobtailor in Charlotte, NC is seeking a Customer Service oriented Banking Associate to drive needs-based conversations, process transactions, and deliver loan products while ensuring accurate packages. The role emphasizes precise transaction handling and strong compliance with banking regulations.

You will maintain knowledge of retail banking products, enhance customer relationships, and address customer needs, while referring to other services as appropriate.