Provide client service experience, develop and expand client relationships, perform teller duties as needed.
Responsibilities
Exercise advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines
Contribute to meeting or exceeding client service and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships
Support team sales process by conducting consultative conversations and referring complex client needs to internal specialists
Participate fully in all components of the established Truist Retail Community Bank Leadership Routines
Commit to advancing individual knowledge of sales techniques and product knowledge
Requirements
High school diploma or equivalent education
Nice to have: Associate’s degree or higher
Nice to have: handle multiple priorities
Nice to have: verbal and written communication
Nice to have: sell deposit, credit and retirement products
Join the client services organization of a global financial institution supporting retail and commercial banking customers. This branch-based team is responsible for accurate account servicing, transaction processing, regulatory compliance, and delivering a strong customer experience.
Responsibilities
Open and maintain consumer and business deposit accounts, including checking, savings, CDs, IRAs, trusts, estates, and other fiduciary relationships
Review legal and supporting documentation to determine whether account-opening and maintenance requirements have been satisfied
Interview customers, verify identification and account information, complete required documentation, and process initial deposits
Handle account maintenance changes and supersedes while maintaining accurate records within the bank's account systems
Process daily teller transactions, including over-the-counter, night drop, courier, and mail transactions
Responsible for actively promoting and selling North Shore Bank products and services, acting as the Bank's personal representative with customers, providing efficient, accurate and friendly service, and building strong customer relationships.
Compensation
Position starts at $17/hr. DOE.
Responsibilities
Consistently performs North Shore Bank Quality of Services standards with both external and internal customers
Engages customers in meaningful conversations and asks questions to identify cross-selling opportunities
Uses customer relationship management tool to record referrals and update customer contacts
Receives and answers questions from prospects or customers and maintains good customer relations
Makes outbound telephone calls as directed by branch management for service and sales opportunities
Provide an exceptional Financial Center customer experience by handling every customer need from service to sales.
Compensation
The hourly rate for this position is $18.56 - $29.38.
Responsibilities
Assist clients with teller transactions accurately and in accordance with bank policy and procedure.
Drive proactive sales/referral conversations through internal and outbound interactions including outbound calling, appointment setting, and effective lobby engagement.
Advance personal knowledge of sales techniques and utilize the CRM (Customer Relationship Management) system and other resources to foster relationship building conversations with customers and ensure a consistent approach to new customer onboarding and expanding existing relationships.
Provide ongoing support to customers regarding products and services. Open new accounts, perform customer maintenance requests, assist with operational activities and responsibilities, and maintain flexibility between performing sales and teller transactions.
Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits.
Requirements
High School Diploma or equivalent
Nice to have: 6 to 12 months cash handling experience
Provide warm and friendly service to customers and potential customers. The CSR is responsible for retaining and servicing existing relationships and opening new deposit accounts. The CSR will also be responsible for promoting and cross selling bank products and services.
Responsibilities
Utilize the Seven Step Retail Sales Process to establish deep relationships with new customers or to cross sale and deepen relationships to existing customers
Perform teller transactions with accuracy to minimize teller outages
Responsible for opening consumer and business accounts and with accuracy to ensure operational excellence is achieved
Answers customer inquiries relating to products, rates and services
Assess customer needs in order to cross sell appropriate products and services
Key leader supporting the Branch Manager in driving branch performance, customer relationship growth, and operational excellence.
Responsibilities
Partner with the Branch Manager to operate the branch with a business-owner mindset, supporting retail growth, deposit performance, and customer acquisition
Drive individual and team contribution to branch sales goals through proactive customer engagements, referrals, and marketing efforts
Support branch operations by ensuring compliance with policies, procedures, audits, and cash controls
Deliver the Woodforest Experience by maintaining a strong personal presence in the branch, engaging customers with warmth, professionalism, and solution-focused conversations, while resolving customer concerns effectively
Coach and support team members to uncover customer needs and confidently recommend retail banking products and services that add value
Take personal responsibility for delivering strong retail performance by identifying customer needs and recommending appropriate banking solutions
Act with accountability in achieving individual sales goals through proactive conversations, referrals, and marketing outreach both inside and outside the branch
Demonstrate ownership in resolving customer inquiries or concerns at the first point of contact, utilizing internal partners as needed to ensure timely resolution
Maintain operational excellence through accurate transaction processing, account opening, and consistent adherence to policies, procedures, and regulatory requirements
Explain complex solutions in a simple to understand way
The Universal Member Representative provides exceptional and accurate service through courteous and professional interactions, performing a combination of teller transactions, account services, and member support functions.
Compensation
The salary range for this role is (min) $20/hour to (mid) $23.27/hour.
Responsibilities
Assists members with establishing memberships, opens and maintains personal and business accounts, supports all related account services (notary, IRA, wire transfers), including debit cards, digital/phone banking, check orders, and direct deposits, while also carrying out lending responsibilities.
Accurately processes a variety of Teller transactions in accordance with cash handling procedures and policy (deposits, withdrawals, loan payments, check cashing, etc).
Manages cash and coin inventory, requests and verifies currency, follows cash control procedures and policy, and ensures workstation security.
Assists members with account inquiries, ATM access, including fraud claims and account disputes. Perform account maintenance and resolve issues efficiently.
Provides basic guidance on credit union products and services. Cross-sells, offers tailored solutions and refers members to appropriate departments for specialized services.
Requirements
High school diploma or equivalent
Nice to have: Six months of cash handling experience in a financial or customer service setting
The Universal Banker operates in a seamless dual capacity to deliver an exceptional customer experience by seeking to understand the needs of the customer, and then providing a complete range of retail banking services to meet those needs in alignment with the organization’s business model, vision, mission, core values, and behaviors.
Responsibilities
Drive an exceptional customer experience in a branch environment through the execution of the bank’s customer engagement model by deepening relationships, educating customers on the bank’s products and services, offering appropriate financial solutions and guidance, opening accounts, performing teller transactions and proactively addressing emerging customer needs without the need to transfer the customer to another retail area of the branch
Meet established sales and service performance goals by developing and expanding new and current customer relationships, delivering a wide range of banking solutions and improving customer loyalty
Collaborate with lines of business partners to create a seamless customer experience to fulfill financial needs through lending groups, wealth management, treasury solutions and other financial services
Champion digital delivery in branch by providing our customers with the digital conveniences and on-demand solutions that meet their needs how, when and where they expect to do business
Provide awareness, promote and create a seamless transition across all delivery channels including online, mobile, in branch, virtual branch and customer experience center
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