Description
- Build and maintain strong relationships with Bank of Oak Ridge clients.
- Expand client relationships by identifying client needs and developing solutions to their financial goals.
- Promote, refer and cross sell clients to the Bank's insurance, wealth management and mortgage departments.
- Process teller transactions including check cashing, deposits, withdrawals, etc.
- Open new accounts.
- Respond to client inquiries regarding deposit, credit and other products or services. Actively listen to client concerns, research to find a solution and execute.
- Perform other complex financial services transactions as needed.
- Occasionally travel to different branch locations for onsite coverage.
- Serve as Client Connect / ITM Representative on the Saturday shift rotation.
- Comply with Bank Secrecy Act and Anti-Money Laundering federal regulations and guidelines, internal bank policies, and complete annual training requirements.
Requirements
- Minimum education level of HS diploma or equivalent.
- Bachelor's degree preferred.
- At least 2 years of customer service experience relative to the job. Financial services industry experience preferred.
- Prior experience in a lending role preferred.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook)
- Detail oriented with ability to work in a fast-paced environment managing multiple priorities.
- Team player with positive, professional attitude.