Sales and Service Associate
On-siteAsheville, North Carolina, United States
Job Summary
Conduct daily financial transactions by receiving checks and cash for deposits, processing withdrawals, and handling mortgage and consumer loan payments. Serve as the primary customer contact for new account openings, maintenance requests, and problem resolutions while directly promoting retail bank products and services. Balance cash drawers at the end of each shift, verify account balances, and ensure all sensitive information remains secure. Adhere to federal and state banking regulations, including the Bank Secrecy Act and AML requirements, to detect and deter unlawful activities. Maintain confidentiality of client data and complete mandatory annual compliance training.
Required Qualifications
- High school diploma or equivalent
- 1+ years of public contact or sales experience
- Above average PC and technology skills
- Ability to use applicable software and operation branch automation systems
- Excellent interpersonal/verbal communications skills, with the ability to resolve customer concerns/issues in a positive manner
- Must be organized, detailed, and possess an aptitude for basic math, including account opening and maintenance activities
- Familiarity with all federal and state banking regulations pertaining to lending and consumer finance, including fair lending laws, the Bank Secrecy Act, and the US Patriot Act
- Knowledge of bank products and services, sufficient to identify and assist with customer and prospect needs and conduct sales/service dialogue with current and potential customers
- Stay abreast of all changes in policies and procedures related to retail and consumer lending products
- Successful completion of in-house training programs within one year of accepting the position
- Proficient in Microsoft Office products
Desired Qualifications
- College degree in related field
- Financial industry experience
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