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Financial Services Sales Agent
Watkinsville, GA

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OCONEE STATE BANK

Essential Banker

Job Description

Essential Banker
OCONEE STATE BANK - 4.2
Watkinsville, GA Job Details 18 hours ago Qualifications Managing customer accounts Customer communication Loan payment processing Financial services customer support Customer relationship building Account maintenance Financial transaction processing Depositing cash Account troubleshooting Upselling Promoting bank products Post-sales issue resolution Financial issue resolution Managing clients in a customer support role Cross-selling Managing clients in a finance role Client retention Decision making Financial product expertise Risk assessment Customer support for financial loans Handling account queries Communication skills Entry level Industry knowledge of retail banking Full Job Description We are looking for an Essential Banker to assist our customers in managing their bank accounts and finances. You'll be responsible for building long-term relationships with clients and cross-selling them our products and services. Essential Bankers should be excellent communicators with knowledge of our banking processes and products. You'll be the face of our bank, and we'll depend on you to provide high-quality customer service.
RESPONSIBILITIES
(INCLUDING
BUT NOT LIMITED TO
): Advise customers on bank services for their needs (ex. Loans, credit cards, investment services) Process transactions on customer accounts (deposits, withdrawals, loan payments, etc.) Resolve any issues with banking services and accounts Refer clients to product experts as needed 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
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 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.