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Senior Personal Banker (2990) in Duluth, Georgia at Oconee State Bank

NewIndustry: Banking / Accounting / FinancialJob Function: Accounting/Finance
Oconee State Bank
Duluth, Georgia, 30096, United States
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Job Description

Senior Personal Banker (2990)
Duluth, GA 30097
DescriptionRESPONSIBILITIES (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
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
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

Job Location

Duluth, Georgia, 30096, United States

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