Senior Personal Banker (2053)Oconee State Bank
Job Summary
Duluth, GA 30097
Equal employment opportunity, including veterans and individuals with disabilities.
Senior Personal Banker (2053)
Duluth, GA 30097
Description
Responsibilities (Including but Not Limited To):
- Advise customers on bank services for their needs (ex. Loans, credit cards, investment services)
- Manage customer bank accounts; including opening, closing and processing transactions
- Resolve any issues with banking services and accounts
- Refer clients to product experts as needed
- Reach out to potential customers to generate new business
- Perform administrative duties related to accounts
- Collaborate with other professionals to ensure high-quality customer service
- Handle customer needs by providing high level solutions to questions and concerns
- Make sound decisions based on our policies/procedures with a solid risk assessment
- Manage vault functions including buying and selling cash, placing shipment orders, preparing outgoing currency, and balancing the vault.
- Assist Financial Center Manager with compliance reporting
- Perform internal audits to ensure personal bankers are following policies related to cash drawers
Experience/Qualifications:
Minimum Years of Experience:
- 2+ years of customer service experience
Minimum Qualifications:
- Experience in sales or customer service field
- Excellent communication skills
- Customer-oriented approach to problem solving
Preferred Qualifications:
- Knowledge of banking practices and regulations
- Cash handling experience
Qualifications
Responsibilities (Including but Not Limited To):
- Advise customers on bank services for their needs (ex. Loans, credit cards, investment services)
- Manage customer bank accounts; including opening, closing and processing transactions
- Resolve any issues with banking services and accounts
- Refer clients to product experts as needed
- Reach out to potential customers to generate new business
- Perform administrative duties related to accounts
- Collaborate with other professionals to ensure high-quality customer service
- Handle customer needs by providing high level solutions to questions and concerns
- Make sound decisions based on our policies/procedures with a solid risk assessment
- Manage vault functions including buying and selling cash, placing shipment orders, preparing outgoing currency, and balancing the vault.
- Assist Financial Center Manager with compliance reporting
- Perform internal audits to ensure personal bankers are following policies related to cash drawers
Experience/Qualifications:
Minimum Years of Experience:
- 2+ years of customer service experience
Minimum Qualifications:
- Experience in sales or customer service field
- Excellent communication skills
- Customer-oriented approach to problem solving
Preferred Qualifications:
- Knowledge of banking practices and regulations
- Cash handling experience
Equal employment opportunity, including veterans and individuals with disabilities.
PI281831259