Sales and Service Banker, Glen Forest, Methuen, MA
Core
Trusted advisor serving as a Sales and Service Banker, providing tailored banking, lending, and investment solutions while delivering exceptional customer service and minimizing risk.
Role type
Retail Banking Sales and Service Banker
Builds
Banking relationships and branch sales targets
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
consultative relationship sales, cross-selling, teller transactions, cash handling, fraud defense, regulatory compliance, digital banking education
Preferred skills
Bachelor's degree in related field, Microsoft Office proficiency
Technologies
Digital banking platforms, Microsoft Office
Responsibilities
Process teller transactions including deposits, withdrawals, and transfers; Identify cross-sell opportunities to grow banking relationships; Educate customers on digital banking tools and self-service options; Collaborate with team members to achieve branch sales targets; Ensure compliance with regulatory requirements and internal risk policies; Resolve customer issues to foster loyalty.