Senior Personal Banker (2641) at Oconee State Bank – Duluth, Georgia
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About This Position
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
- 2+ years of customer service experience
- Experience in sales or customer service field
- Excellent communication skills
- Customer-oriented approach to problem solving
- Knowledge of banking practices and regulations
- Cash handling experience
Oconee State Bank is an Equal Opportunity Employer
Notice to Recruiters: We value our recruiting partnerships, but to protect the interest of all parties, Oconee State Bank (OSB) does not accept unsolicited resumes from recruiters. All recruiting is managed through OSB's Human Resources Department and contacting hiring managers directly is not appropriate. If you would like to develop a recruiting relationship, please work directly with Human Resources. All unsolicited resumes submitted through our website or to OSB email accounts shall be deemed property of Oconee State Bank.
- 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
- 2+ years of customer service experience
- Experience in sales or customer service field
- Excellent communication skills
- Customer-oriented approach to problem solving
- Knowledge of banking practices and regulations
- Cash handling experience
Oconee State Bank is an Equal Opportunity Employer
Notice to Recruiters: We value our recruiting partnerships, but to protect the interest of all parties, Oconee State Bank (OSB) does not accept unsolicited resumes from recruiters. All recruiting is managed through OSB's Human Resources Department and contacting hiring managers directly is not appropriate. If you would like to develop a recruiting relationship, please work directly with Human Resources. All unsolicited resumes submitted through our website or to OSB email accounts shall be deemed property of Oconee State Bank.