Banker

Role Overview

Responsible for providing sales, service, and operational support in a banking environment. The position involves handling daily financial transactions, opening and maintaining deposit accounts, cross-selling products, and ensuring excellent client experiences.

Responsibilities

• Perform teller duties including deposits, currency handling, and check cashing.
• Open and process new demand and time deposit accounts, such as savings, IRAs, and certificates of deposit.
• Identify client needs through consultative conversations and recommend appropriate products and services.
• Conduct outbound calls to clients and prospects, especially during campaign activities.
• Assist clients with loan applications and coordinate processing with relevant teams.
• Support operational efficiency by assisting with daily center operations and audit controls.
• Cross-sell and refer banking products to deepen client relationships and generate new business.
• Maintain compliance with banking regulations, policies, risk management, and internal controls.
• Participate in ongoing training to enhance knowledge and service quality.
• Provide support and on-the-job training to new associates and assist with operational updates.

Qualifications & Skills

• Ability to perform essential duties satisfactorily, with relevant education and experience or equivalent.
• Strong client service orientation with excellent communication skills.
• Knowledge of banking products, operational procedures, and compliance requirements.
• Proactive approach to problem resolution and client inquiries.
• Ability to work collaboratively and support team development.

Additional Duties

Perform all other related responsibilities as assigned to ensure smooth branch operations and exceptional client service.