The Sales and Service Representative is responsible for processing transactions and handling customer service requests in the branch.
They promote bank capabilities, educate customers on tools and resources, and support sales efforts by identifying and referring opportunities to the appropriate team members.
Ideal candidates demonstrate strong communication, professionalism, empathy, adaptability, teamwork, flexibility, and agility.
Responsibilities include fostering collaborative relationships, understanding customer needs, addressing immediate concerns, and complying with regulations and policies to manage operational risks.
Qualifications include a High School Diploma or GED, with at least 6 months of customer service experience. Preferred experience in sales, along with financial literacy and knowledge of retail banking products and services, is beneficial.