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About the Role
Accurately process routine financial transactions for banking customers with an emphasis on personalized quality service. Contribute to the growth, profitability, and customer retention of the Branch by meeting sales and service goals and objectives. Assess customer needs and effectively sell appropriate banking products and services. Provide banking services ensuring the highest level of quality service is provided to current and prospective customers.
Responsibilities
- Greet customers warmly and professionally, assisting them to select appropriate products and services using consultative selling and profiling techniques.
- Balance and prove cash drawer and work daily to ensure minimum teller difference and controllable loss performance standards are achieved.
- Attend to night deposit vault, ATM, ITM, and coin machine as needed.
- Conduct daily outbound calling to customers and prospects to promote Bank, Wealth, and NEST products and services.
- Meet and exceed annually all assigned sales goals for Bank products and referral goals for NEST and digital products.
- Proactively sell all Bank products and services to deepen and preserve relationships based on customer need.
- Identify sales opportunities for Debit Cards, Credit Cards, Wealth and Trust services, and other strategic sales goals.
- Solicit new consumer loan applications, process applications, and close loans.
- Respond to customer inquiries concerning Bank services and interact with internal departments to ensure customer satisfaction.
- Perform account and record maintenance duties as directed.
- Provide notary services if licensed.
- Process deposits, withdrawals, loan payments, cash checks, and other teller transactions in accordance with Bank policy.
- Serve as Branch Supervisor if directed by management.
- Assist with related branch office functions as directed by the Branch Manager.
- Facilitate customer migration to the Bank's digital channels.
- Remain current and apply an understanding of all Bank policies and procedures, including BSA, and attend additional training classes.
- Participate in the Branch Incentive Program.
- Ensure compliance with all regulations governing the banking industry, employment and labor laws, agency guidelines, and organization policies.
- Manage compliance requirements for the Retail Branch to ensure files are maintained in accordance with regulations.
- Ensure all staff members meet compliance and disclosure requirements and are cross-trained.
Requirements
- Excellent sales and service skills.
- Strong basic math skills.
- Excellent interpersonal and verbal communication skills.
- Attention to detail with strong organizational skills.
- Basic knowledge of opening new accounts (checking, savings, etc.).
- Computer literacy.
- Moderate typing skills.
- Knowledge of standard office equipment, including calculator.
- Working knowledge of bank products, services, and software or ability to be trained quickly.
- Mastery of operational Teller aspects.
- Ability to work flexible schedules in accordance with branch needs.
- High school diploma or equivalent required.
- 2-3 years' experience in a direct customer service capacity.
- 1-year prior cash handling experience, preferably in a retail banking environment.
- Teller related experience preferred.
- Prior experience in a sales capacity, preferably in a retail banking environment.
- Ability to remain in a stationary position for extended periods.
- Ability to communicate to exchange information with individual customers.
- Ability to travel throughout the company footprint if required.
- Ability to navigate throughout the branch to facilitate customer requests and meet operational standards.
- Ability to operate a computer, phone, and operationally essential equipment.
- Ability to handle money and position self to transport coin bags and boxes.
Skills
- Consultative selling
- Profiling techniques
- Cash handling
- Sales
- Customer service
- Interpersonal communication
- Verbal communication
- Organizational skills
- New account opening
- Computer literacy
- Typing
- Office equipment operation
- Banking products and services
- Banking software
- Teller operations
- Loan application processing
- Digital channel migration
- BSA compliance
- Bilingual in English and Cantonese or Mandarin (preferred)
Location
- Broadway Station branch
Work Type
- Full-time
Experience Level
- 2-3 years direct customer service
- 1 year cash handling
- 1 year sales experience
Education Level
- High school diploma or equivalent
Salary/Compensations
- $44,860.00 - $57,400.00 per year
Benefits
- Professional growth opportunities
- Employee perks & discount programs
- Tuition assistance program
- Incentive compensation program
- Company holidays
- Paid time off
About the Company
- At OceanFirst Bank, each one of our employees plays an important role in fulfilling the mission and taking responsibility to execute daily tasks in alignment with our core values.
- Together we foster an environment of respect, professionalism and diversity that makes OceanFirst a great place to work and do business.