Banking Representative
Current- Accept and accurately process a variety of financial transactions for customers, such as, cash checks/process checking and savings account withdrawals and balancing duties, while seeking opportunities to develop customer relationships and identify sales opportunities.- Review and maintain knowledge of products, fees and policies and stay current on offerings for product suggestions.- Listen to the customer’s financial needs and cross-sell other bank services, refer customers to other departments as appropriate, and support the customer’s financial growth.- Proactively respond to incoming calls and serves as a customer advocate in researching and resolving errors and answering questions.- Develop and maintain knowledge of and adhere to all regulatory, compliance, banking policies and procedures applicable to this position.