Meet and exceed client satisfaction goals by ensuring accurate profiling, delivering tailored solutions, and maintaining a client-centric approach aligned with Service Excellence Standards.
Achieve and surpass individual sales targets while contributing to office-wide sales objectives by effectively identifying cross-selling and referral opportunities.
Ensure compliance with all internal controls and regulatory requirements, minimizing risk to the bank and safeguarding against fraudulent activity.
Maintain high levels of accuracy and completeness when opening deposit accounts, processing loan applications, and conducting financial transactions.
Strengthen customer relationships by successfully referring clients to other lines of business (Wealth Management, Mortgage Lending, etc.) and fostering team collaboration.
Requirements
Education: High school diploma or equivalent required.
Banking Experience: Minimum of 2 years in banking or a related position with proven success in meeting sales goals and delivering exceptional relationship-based services.
Skills & Qualifications: Proficient in Microsoft Office programs, multitasking, attention to detail, and interpersonal communication.
Local Expertise: Familiarity with the New Oxford area and its community is highly preferred.
Benefits
Benefits package including Health (starts on 1st of month after start date)
Dental, and Vision Insurance
Free/low cost supplemental health insurance programs for orthopedic/imaging services and high cost prescriptions
401K with up to 4% employer match
Generous PTO package plus eleven (11) Bank paid holidays
Career growth and ongoing training and development opportunities
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