Universal Banker

Montgomery Bank; Ellisville (MO); On-site; USD 42,000 - 62,000; Full time

Job summary

Montgomery Bank in Missouri is seeking a branch operations associate responsible for supporting daily activities, processing new account transactions, and assisting customers with account selections and services.

The role includes cross-selling non-mortgage products, opening and closing account types, and providing training support to less experienced Retail Branch personnel as needed.

Qualifications

• College degree or equivalent combination of education and experience required.
• Two (2) or more years experience in a sales environment in the financial industry.
• Incumbent must complete and obtain a minimum score for assigned annual compliance tests appropriate for the position.

Responsibilities

• Perform intermediate duties and support branch operations; processes all new account transactions.
• Assists customers in their selection of various accounts and financial services; cross-sell Bank products.
• Open, maintain and close all account types; promote business through good customer relations.

Skills

Sales experience in financial industry

Compliance testing

Education

College degree or equivalent

Job description

Responsibilities:

This position is responsible for performing intermediate duties and support related to branch operational activities; processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's non-mortgage products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. This position is required to be fully knowledgeable and skilled in the areas of teller, vault, safe deposit, processing and boarding DDA lines of credit, discussing and accepting non-mortgage credit applications, and may be asked to provide training and support to less experienced Retail Branch personnel.

Requirements:

• College degree or equivalent combination of education and experience required.
• Two (2) or more years experience in a sales environment in the financial industry.
• Incumbent must complete and obtain a minimum score for assigned annual compliance tests appropriate for the position.

Montgomery Bank is an Equal Opportunity Employer