Teller & New Accounts Specialist - Cross-Sell Growth

Smbonline; Joplin (MO); On-site; USD 21,000 - 28,000; Full time

Job summary

Smbonline is seeking a Customer Service Associate to assist customers with teller transactions and banking inquiries, presenting a professional image and maintaining product knowledge. The role emphasizes cross-selling opportunities and compliant documentation.

The ideal candidate has a high school diploma, banking exposure, and strong communication skills, with a readiness to participate in ongoing training and community activities.

Qualifications

• High school diploma or equivalent and six months banking experience required.
• Two years related banking experience preferred; prior new account training and experience required.

Responsibilities

• Handle internal and external customer needs with accurate, efficient, confidential service.
• Maintain in-depth knowledge of accounts and products to assist customers.
• Cross-sell bank products and services to existing and prospective customers.
• Complete all necessary documentation per bank policies and regulatory requirements.
• Provide deposit growth via customer calls and community involvement.
• Participate in available training to strengthen job knowledge.
• Serve as a deposit accounts representative.
• Cross-train to cover other areas as needed.

Skills

Friendly personality

Excellent customer service

Professional communication

Multi-tasking / detail oriented

Prioritize & follow up

Computer skills (Jack Henry, Word, Ex)

Education

High school diploma or equivalent

2+ years banking experience preferred; new account training/experience required

Tools

Jack Henry

Microsoft Word

Microsoft Excel

Job description

Smbonline is seeking a Customer Service Associate to assist customers with teller transactions and banking inquiries, presenting a professional image and maintaining product knowledge. The role emphasizes cross-selling opportunities and compliant documentation.

The ideal candidate has a high school diploma, banking exposure, and strong communication skills, with a readiness to participate in ongoing training and community activities.