Universal Banker-Floater
Aubrey, TX (Unknown)
Salary Not AvailableEntry LevelFull time
Posted 2 weeks ago
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Job Summary
Own and drive front-line sales and customer service for bank products, focusing on promoting products, referrals, and delivering friendly, compliant service across branch operations and customer interactions.
- Lead sales and cross-sales efforts with new and existing customers
- Refer and promote bank products and services to meet customer financial goals
- Ensure adherence to branch policies and customer service standards
Job Description
Responsibilities
- Promote, market, and facilitate the overall sale of products of the bank.
- Contribute to the bank?s growth by the effective sale of bank services to new and existing customers with emphasis on courteous and professional service.
- Provide prompt, efficient, and friendly service to customers. Assist customers with their banking needs, answer any questions and resolve any problem situations.
- Identify and take advantage of opportunities to promote and refer bank products and services to satisfy customers? financial needs and goals.
- Follow the established policies and procedures for this position, as directed by the manager.
- Provide prompt, efficient, and friendly service in processing customers? transactions.
- Maintain the knowledge and job skills required to open, close, service and support all accounts, products and services offered by PointBank.
- Follow established policies and procedures, using computerized platform and programs when necessary, to ensure work is completed correctly and in compliance with regulations.
- Respond to customer questions or problems in a quick, courteous and friendly manner, taking advantage of any sales or referral opportunities.
- Responsible for sales, cross-sales and referrals of bank products and services, or any other sales or marketing campaigns or initiatives, to new and existing customers to meet individual and branch goals, and overall bank goals and objectives.
Marketing Team
Marketing Roles Posted (Last 30 Days)
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