As an Associate Banker, you will play a key role in
- helping customers with their day-to-day financial needs
- recommend the right product that fit customer’s need
- connecting customers to Subject Matter Experts in Wealth Management, Mortgage and Commercial teams for their specialized financial needs
- introducing the bank’s latest technology products to meet our customers’ expanding needs
- Demonstrate strong customer service skills; assist customers with financial transactions such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange
- Document large deposit over Currency Transaction Reports
- Identify fraudulent activity to prevent potential loss to the bank
- Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
- Maintain strong relationships with existing customers and cultivate new customer relationships
- Cross sell and refer bank products such as (depository products, wealth management, mortgage) that fit customers’ needs
- Have strong knowledge in using digital resources and technologies to optimize clients’ digital banking experience
- Is confident in educating clients on conducting banking transactions online, via mobile app and self-service portals
- Demonstrate the ability to learn and adapt to new processes and technology platforms quickly
- Perform other duties as assigned
- High school diploma or general education degree (GED) required; Bachelor’s degree highly preferred
- 1 year of recent customer service and cash handling experience
- 1 year of previous teller / new account experience in a banking institution preferred
- Ability to learn products, services, and procedures quickly and accurately
- Excellent customer service skills
- Strong attention to details and time management skills
- Proficiency in Microsoft Word and Excel
- Flexibility to work on weekends when needed