Description

• Build and maintain strong relationships with Bank of Oak Ridge clients.
• Expand client relationships by identifying client needs and developing solutions to their financial goals.
• Promote, refer and cross sell clients to the Bank's insurance, wealth management and mortgage departments.
• Process teller transactions including check cashing, deposits, withdrawals, etc.
• Open new accounts.
• Respond to client inquiries regarding deposit, credit and other products or services. Actively listen to client concerns, research to find a solution and execute.
• Perform other complex financial services transactions as needed.
• Occasionally travel to different branch locations for onsite coverage.
• Serve as Client Connect / ITM Representative on the Saturday shift rotation.
• Comply with Bank Secrecy Act and Anti-Money Laundering federal regulations and guidelines, internal bank policies, and complete annual training requirements.

Requirements

• Minimum education level of HS diploma or equivalent.
• Bachelor's degree preferred.
• At least 2 years of customer service experience relative to the job. Financial services industry experience preferred.
• Prior experience in a lending role preferred.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook)
• Detail oriented with ability to work in a fast-paced environment managing multiple priorities.
• Team player with positive, professional attitude.