Sales & Service Banking Specialist

HomeTrust Bank; Daleville (VA); On-site; USD 29,000 - 42,000; Full time

Job summary

HomeTrust Bank in Daleville, VA is seeking a Sales and Service Associate to handle routine transactions, open and maintain accounts, and resolve customer issues. You will be the main contact for new accounts and serve customers with a focus on proposing banking solutions.

The role requires strong customer service, basic math, and computer skills; training is provided. The position supports retail banking products across checking, savings, loans, and online banking, within a compliant,

Qualifications

• Minimum 1+ years of public contact or sales experience.
• Strong interpersonal and verbal communication skills.
• Proficiency with Microsoft Office products.
• Familiarity with banking regulations and branch operations.

Responsibilities

• Serve as the primary customer contact for new account openings, account maintenance requests, and problem resolutions.
• Receive checks and cash for deposits to accounts, verify amounts, examine checks for proper endorsement, enter deposits into computer records, and place holds on accounts.
• Cash checks and process withdrawals, pay out money after verification of signatures and customer balances.
• Receive and process mortgage, consumer loan, and other payments, and ensure the payments match balances due.
• Directly promote and offer solutions for all retail bank products and services, including checking, savings, money markets, certificates of deposit, debit card, online banking and consumer loans.
• Promote and introduce other financial institution products and services to customers and make appropriate referrals, including HELOC loans, IRAs, mortgage referrals, investment services, and treasury management services.
• Maintain confidentiality and security of sensitive information.
• Follow regulatory requirements including BSA, AML, CIP, and OFAC; assist in identifications, detection, and deterrence of money laundering and other unlawful activities; ensure lending/compliance adherence.
• Complete all mandatory annual compliance training.
• Participate in branch and bank sales, service, and product training meetings.

Skills

Public contact

Sales experience

Interpersonal communications

Microsoft Office

Education

High school diploma or equivalent

College degree in related field

Tools

Branch automation systems

Banking software

Job description

HomeTrust Bank in Daleville, VA is seeking a Sales and Service Associate to handle routine transactions, open and maintain accounts, and resolve customer issues. You will be the main contact for new accounts and serve customers with a focus on proposing banking solutions.

The role requires strong customer service, basic math, and computer skills; training is provided. The position supports retail banking products across checking, savings, loans, and online banking, within a compliant,