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Responsibilities
- Build, manage, and retain client relationships through proactive outreach, needs assessments, and consultative sales conversations.
- Serve as a trusted advisor to clients, matching financial products and services to their goals.
- Educate clients on self-service and digital banking solutions to ensure 24/7 account access.
- Process routine financial center transactions accurately and efficiently.
- Manage lobby activity by greeting and directing clients, monitoring risk, and ensuring a positive client experience.
- Identify and refer clients to internal partners for specialized financial needs.
- Develop and maintain a strong sales pipeline to achieve assigned goals and contribute to branch growth.
- Uphold all risk management, compliance, and security standards.
- Participate in community outreach and business development activities.
- Maintain awareness of surroundings, client behavior, and potential risk indicators.
Requirements
- NMLS registration under the SAFE Act of 2008 required; employment contingent upon successful registration and background check.
- Ability to work Financial Center hours, including weekends and evenings, and to travel as required.
- Ability to work under stress and meet deadlines.
- Ability to lift/move/carry approximately 50 pounds if required to perform the essential job functions.
Skills
- Demonstrated ability to build and expand client relationships
- Proficiency navigating multiple banking systems and digital tools
Work Type
- Full-time
Experience Level
- 1+ year of sales, client service, or retail experience required
- Prior banking experience preferred
- Bachelor’s degree plus cash handling and customer service experience in retail/financial services will also be considered
Education Level
- High school diploma or GED required
- Bachelor’s degree preferred
Equal Opportunity
- All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.