- Location
- Howell, MI
- Source
- Paylocity
Description
Description
Responsible for building long-term relationships with new and existing clients in-person and by phone. Work to understand client's financial needs and consultatively address by making appropriate product recommendations or referring the client to an internal financial partner. Manage relationships within the branch and deliver superior quality service in-person or by phone such that client needs are met on a consistent, positive basis. Support all daily operations of the branch, including timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
Requirements
- Three years previous experience as a new accounts representative or other relevant banking position.
- Sales orientation. Possesses the ability and desire to anticipate customers’ needs to offer and sell the appropriate banking products to customers.
- Proficient computer skills, which includes the ability to use a keyboard, ten-key pad and basic capability to access information contained within bank wide systems.
- Excellent customer service and communication skills, with the ability to interact with a variety of bank clients.
- Associate’s degree or equivalent combination of education and experience.
Skills
Customer Service