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Job Status:
Full Time, Part Time
Work Experience Required:
Up to 1 Year
Hours/Shifts:
Day (First Shift)
Education Required:
High School Diploma
Certification Required:
Unspecified
Weekends:
Not Required
Authorized to work in US:
Yes
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| Pay and Benefits |
Salary Range:
Unspecified
Benefits:
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Financial Services Rep (20hrs) - Independence
Bank of the West
Requisition ID: 25365
Position Summary
Responsible for delivering excellent customer service and selling bank products/services that meet customer needs.
Position Accountabilities
· Generates new business through referrals and in·branch selling from the platform. Participates in branch sales campaign activities.
· Works to expand customer relationships by cross·selling products and services.
· Supports the Branch management team in achieving sales/service goals.
· Maintains an acceptable balancing record per established standards.
· Completes documentation necessary to open and maintain new accounts.
· Complies with all polices/procedures related to the new account process to minimize losses.
· Performs other duties as assigned.
Job Specifications
Required Education or Equivalent Experience
· High School diploma or equivalent combination of training and experience.
Required Experience
· One to two years banking or related experience
Field of Experience
· Working knowledge of Bank's products and services.
Administrative/Technical Skills
· Answers telephone and screens calls
· Compose letters/memorandums
· Familiarity with bank terminals
· Schedule appointments
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