Universal Banker
InBank · Springer, NM · 3 mo ago
On-siteFinanceFull-time
ESSENTIAL JOB RESPONSIBILITIES
- Assist clients with day-to-day customer service requests including more complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs for both depository and lending clients.
- Perform transfers, loan payments, and wire transactions.
- Open consumer new accounts with supporting products and services including online banking, mobile banking, and debit cards.
- Open business accounts and support Treasury Management products and services implementation.
- Inform customers about all banking products and services; identify and cross-sell referral opportunities to broaden the customer’s banking relationship.
- Accurately assist customers with processing transactions.
- Maintain current knowledge and follow all bank financial and security regulations and procedures.
SPECIFIC DUTIES AND RESPONSIBILITIES
- Customer Service: Strong emphasis on excellent customer service skills; ability to work effectively with both internal and external contacts.
- Financial: Familiarity with financial terms and practices; mathematical calculations.