- Accountable for the sale and referral of products and services at the Financial Center utilizing consultative conversations and FFC Sales Process to identify customer needs across all product and service lines, not limited to deposit and credit products in order to achieve assigned goals. Conversation may cause transition from transaction to consultative or vice versa, which could affect the percentage of time transacting versus selling.
- Opens new accounts and performs related servicing activities. Completes the appropriate documentation, provides required documents and disclosures to customers and follows-up as prescribed in bank policy and procedure. Will be knowledgeable of all consumer loan products. Commits to advancing personal knowledge of sales techniques and bank products to deepen customer relationships and better serve bank clients.
- Assist clients with transaction needs and accurately performs Teller transactions in accordance with bank policies and procedures. Issues negotiable instruments, completes Currency Transaction Report's when applicable and adheres to all audit, assessment and compliance policies/procedures and standards.
- Responsible for compliance with applicable regulations, operational and security policies and procedures and all risk management elements associated with the position and as defined by management.
General Requirements & Skills
Associate Degree or the equivalent experience. (Preferred)
1 or more years customer service and sales experience. (Required)
6 to 12 months customer service and or cash handling experience in financial services, retail sales, or a similar goal-oriented environment. (Preferred)