Job description

The responsibilities of this role are as follows:

• Build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel.
• Assess and attend to customers' banking needs.
• Obtain and process customer and account information.
• Educate clients on available deposit and loan products and services.
• Recommend financial solutions based on each customer's unique goals and needs.
• Originate and close consumer loans.
• Build and foster relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
• Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with them.
• Maintain a working knowledge of consumer and business banking products and services including digital products and services.
• Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develop collaborative partnerships with branch team members and partners to best serve clients.
• Open new consumer and business accounts, complete service requests and submit credit applications.
• Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs.
• Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

You will be subject to the required registration process, which includes a criminal background and credit check.

Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Basic Qualifications
- High school diploma or equivalent
- Three to four years of customer service experience
- Three to four years of sales experience

Preferred Skills/Experience
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Experience with using and demonstrating digital products and self-service technologies
- Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
- Experience in the financial services industry preferred

Job Type: Full-time

Pay: $22.00 - $25.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Supplemental pay types:

• Signing bonus

Work Location: One location

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