Job Description

This is a Banking Position

In this client-facing role, you’ll be responsible for deepening existing relationships, opening new consumer and business accounts, and promoting banking products and services that align with customer needs. The ideal candidate is proactive, professional, and thrives in a team environment focused on customer success and growth.

Essential Duties & Responsibilities:

• Open and maintain consumer and business deposit accounts.
• Deliver exceptional service while complying with all regulations and internal procedures.
• Identify customer needs and recommend suitable banking products and services.
• Support branch operations, including teller functions and occasional supervisory roles.
• Refer customers to internal partners for mortgage, insurance, and investment solutions.
• Resolve client issues promptly and professionally, ensuring long-term satisfaction.
• Provide support with loan applications and documentation when needed.
• Serve as a notary and assist with additional services.
• Maintain accurate documentation and complete follow-up tasks.
• Flexibility to work at alternate branches within the market as needed.

Minimum Requirements:

• High school diploma or equivalent required; college coursework preferred.
• 1+ years of banking or customer service experience.
• Strong communication, problem-solving, and relationship-building skills.
• Bilingual (English/Spanish)
• Must complete all BSA/AML and compliance training as assigned.

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