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• Deliver exceptional client interactions that emphasize accuracy, speed, problem resolution, risk mitigation, and personalized engagement.
• Handle client transactional needs, including deposits, withdrawals, check cashing, credit card advances, money orders, negotiable items, and loan payments.
• Respond to client servicing requests such as account maintenance and service charge inquiries, applying product and procedural knowledge to resolve issues quickly and effectively.
• Build, maintain, and grow client relationships through high-quality, personalized interactions, both in-person and via outbound phone calls.
• Educate clients on digital solutions (mobile, online, and ATM banking) to promote convenience and self-service adoption.
• Refer clients to internal business partners as financial needs are identified.
• Support financial center operations, including opening/closing procedures, vault management, night depository, cash drawer setup, workstation preparation, and balancing.
• Assist in managing operational loss through fraud detection, hold placement, seeking supervisory overrides as needed, and maintaining superior balancing standards.
• Uphold all risk management, compliance, and security standards, maintaining operational and financial soundness.
• Uphold professionalism standards, including appearance, demeanor, and workstation organization.
• Actively manage the lobby by greeting, engaging, and directing client traffic.
• Perform research, special projects, and other duties as assigned by management.

• High School diploma or GED required.
• 6 months of cash-handling, retail, or teller experience required
• Previous sales and referral experience strongly preferred.
• Must comply with all applicable federal, state, and local banking laws and regulations, including the Bank Secrecy Act.

• Ability to work Financial Center hours, including weekends and evenings, and to travel as required.
• Ability to work under stress and meet deadlines
• Ability to lift/move/carry approximately 25 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.