Job Description

Retail Banking Specialist (Customer Service, Sales, Retail Banking) Job Overview

Leader Bank is seeking a dedicated individual to join its team as a. This role is crucial for delivering exceptional customer service, managing a variety of banking transactions, and actively promoting the bank's products and services to meet customer financial needs.

• Directly impact customer financial well-being through problem-solving and product referrals.
• Opportunity to contribute to community engagement initiatives and sales promotions.
• Diverse responsibilities, from teller duties and account opening to sales and compliance.
• Play a key role in upholding security and compliance standards within banking operations.

• Individuals with a minimum of two years of retail banking or retail sales and service experience.
• Customer-focused professionals with strong interpersonal and communication skills.
• Detail-oriented and adaptable candidates capable of managing multiple priorities.
• Proactive and sales-oriented individuals eager to meet customer needs and build relationships.

• Provide a high level of service quality by greeting customers professionally and building relationships.
• Perform all banking transactions, including opening accounts, deposits, and various payments.
• Meet customer needs through effective problem-solving techniques.
• Sell and refer Bank products and services, actively following up with prospects.
• Maintain a neat and orderly work area and conduct business in a professional manner.
• Understand and adhere to security and compliance policies and procedures, including BSA.
• Perform teller duties, including financial transactions and balancing a cash drawer, as needed.
• Participate in community projects and sales promotions as requested.

• High school diploma or equivalent.
• A minimum of two years retail banking experience or retail sales and service experience.
• Strong interpersonal skills.
• Excellent verbal and written communication skills.
• General personal computer knowledge, with prior experience in banking applications preferred.
• Ability to handle multiple priorities and strong attention to detail.
• Sales and service-oriented personality.
• Availability to work Saturdays and evenings on a rotating basis.

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