Provide a distinctive client experience by facilitating courteous conversation and conducting both complex and standardized transactions while uncovering needs
Job Summary
Provide a distinctive client experience by facilitating courteous conversation and conducting both complex and standardized transactions while uncovering needs.
Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities.
All regular teammates working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, and a 401k plan.
Matching Summary
Provide a distinctive client experience by facilitating courteous conversation and conducting both complex and standardized transactions while uncovering needs.
Skills & Requirements
Must-have
Client transaction completion
Superior quality service
Outbound calling support
Integrated Relationship Management (IRM)
Adherence to internal controls
Nice-to-have
Digital self-service education
Client outreach participation
Sales and service activities
Key Requirements
High school diploma or equivalent
Two years of teller or cash handling experience
Six months of client relationship building or sales experience
Excellent interpersonal and communication skills
Ability to master PC keyboard and software skills
Ability to multi-task under time constraints
Proficiency in basic computer applications (e.g., Microsoft Office)
Ability to travel to accommodate temporary staffing needs