Build and maintain strong relationships with Bank of Oak Ridge clients.
Expand client relationships by identifying client needs and developing solutions to their financial goals.
Promote, refer and cross sell clients to the Bank's insurance, wealth management and mortgage departments.
Process teller transactions including check cashing, deposits, withdrawals, etc.
Open new accounts.
Respond to client inquiries regarding deposit, credit and other products or services. Actively listen to client concerns, research to find a solution and execute.
Perform other complex financial services transactions as needed.
Work a part-time schedule of 25 hours/week. Monday through Friday 10:00am-3:00pm.
Occasionally travel to different branch locations for onsite coverage.
Serve as Client Connect / ITM Representative on the Saturday shift rotation.
Comply with Bank Secrecy Act and Anti-Money Laundering federal regulations and guidelines, internal bank policies, and complete annual training requirements.
Requirements
Minimum education level of HS diploma or equivalent.
Bachelor's degree preferred.
At least 2 years of customer service experience relative to the job. Financial services industry experience preferred.
Prior experience in a lending role preferred.
Excellent written and verbal communication skills.
Proficient in Microsoft Office Suite (Word, Excel, Outlook)
Detail oriented with ability to work in a fast-paced environment managing multiple priorities.
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