Sales and Service Associate

HomeTrust Bank; Royal Pines (NC); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Sales and Service Associate to enhance customer experiences through tailored financial solutions. In this engaging role, you will be the primary contact for account management, ensuring seamless transactions and promoting banking products. Your communication and organizational skills will be key in resolving customer inquiries and fostering relationships. Join a community-focused bank that values diversity and offers a supportive work environment, where your contributions will make a significant impact on customer satisfaction and loyalty.

Qualifications

• High school diploma or equivalent required.
• 1+ years of public contact or sales experience preferred.

Responsibilities

• Serve as primary contact for new accounts and problem resolution.
• Process deposits, withdrawals, and loan payments accurately.

Skills

Customer Service

Sales Experience

Communication Skills

Organizational Skills

Basic Math Skills

Education

High School Diploma

College Degree in Related Field

Tools

Microsoft Office

Job description

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Job Summary

The Sales and Service Associate handles routine financial transactions, provides solutions tailored to customer needs, and resolves issues with accounts. This role involves engaging with new and existing customers, helping them understand products and services. The primary contact for new account openings, account maintenance, and problem resolution, the associate promotes bank products and services.

Key Responsibilities / Essential Functions

• Serve as the primary contact for new accounts, maintenance, and problem resolution.
• Receive deposits, verify amounts, examine checks, and record transactions.
• Cash checks, process withdrawals, and verify signatures and balances.
• Process payments for loans and other financial transactions.
• Manage night depository bags and record information accurately.
• Maintain security of cash and negotiable items, balance cash drawer, and report discrepancies.
• Promote and offer solutions for retail banking products and services.
• Make referrals for additional financial products and services.
• Participate in sales, service, and product training meetings.

Education and Job Requirements

• High school diploma or equivalent.
• At least 1 year of public contact or sales experience.
• Proficient in PC and technology skills, including Microsoft Office.
• Excellent communication and interpersonal skills.
• Organized with basic math skills for account activities.
• Knowledge of banking regulations and products.
• Successful completion of in-house training within one year.

Preferred Qualifications

• College degree in a related field.
• Experience in the financial industry.

About HomeTrust Bank

Founded in 1926, HomeTrust Bank is a community-focused financial institution serving several states with a commitment to value-added banking through online and physical branches.

Work Environment & Physical Requirements

The role involves standard office work, operating office equipment, and physical activities such as lifting up to 25 lbs., reaching, and moving around the office. The environment promotes equal opportunity and reasonable accommodations.

Note: This description is not exhaustive and may be revised by management. HomeTrust Bank values diversity and inclusion, adhering to all applicable laws.