Personal Banker - Tallmadge, OH

Tasks

• Assist banking center operations
• Comply with bank policies and security
• Cross-sell banking products
• Identify sales opportunities
• Maintain customer confidentiality
• Meet sales goals
• Onboard customers
• Perform account transactions
• Perform outbound calling
• Provide customer service
• Recommend financial products
• Support opening and closing procedures

Perks/Benefits

• N/A

Skills/Tech-stack

Account transactions | Banking Operations | Cash handling | Compliance | Consumer lending | Cross-selling | Customer Onboarding | Customer Service | Financial needs assessment | Microsoft Outlook | Microsoft Outlook 365 | Needs assessment | Outbound calling | Outlook 365 | Sales | Security controls