Oconee State Bank
Duluth, Georgia, United States
(on-site)
Posted
1 day ago
Job Function
Other
Description
Senior Personal Banker (2053)
Duluth, GA 30097
Description
Responsibilities (Including but Not Limited To):
- Advise customers on bank services for their needs (ex. Loans, credit cards, investment services)
- Manage customer bank accounts; including opening, closing and processing transactions
- Resolve any issues with banking services and accounts
- Refer clients to product experts as needed
- Reach out to potential customers to generate new business
- Perform administrative duties related to accounts
- Collaborate with other professionals to ensure high-quality customer service
- Handle customer needs by providing high level solutions to questions and concerns
- Make sound decisions based on our policies/procedures with a solid risk assessment
- Manage vault functions including buying and selling cash, placing shipment orders, preparing outgoing currency, and balancing the vault.
- Assist Financial Center Manager with compliance reporting
- Perform internal audits to ensure personal bankers are following policies related to cash drawers
Experience/Qualifications:
Minimum Years of Experience:
- 2+ years of customer service experience
Minimum Qualifications:
- Experience in sales or customer service field
- Excellent communication skills
- Customer-oriented approach to problem solving
Preferred Qualifications:
- Knowledge of banking practices and regulations
- Cash handling experience
Qualifications
Responsibilities (Including but Not Limited To):
- Advise customers on bank services for their needs (ex. Loans, credit cards, investment services)
- Manage customer bank accounts; including opening, closing and processing transactions
- Resolve any issues with banking services and accounts
- Refer clients to product experts as needed
- Reach out to potential customers to generate new business
- Perform administrative duties related to accounts
- Collaborate with other professionals to ensure high-quality customer service
- Handle customer needs by providing high level solutions to questions and concerns
- Make sound decisions based on our policies/procedures with a solid risk assessment
- Manage vault functions including buying and selling cash, placing shipment orders, preparing outgoing currency, and balancing the vault.
- Assist Financial Center Manager with compliance reporting
- Perform internal audits to ensure personal bankers are following policies related to cash drawers
Experience/Qualifications:
Minimum Years of Experience:
- 2+ years of customer service experience
Minimum Qualifications:
- Experience in sales or customer service field
- Excellent communication skills
- Customer-oriented approach to problem solving
Preferred Qualifications:
- Knowledge of banking practices and regulations
- Cash handling experience
PI280953997
Job ID: 81800097
