Sales and Service Associate jobs in United States
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EagleBank · 1 month ago

Sales and Service Associate

Eagle Bank is a thriving, independent community bank committed to making a difference. The Sales and Service Associate supports branch sales and operations by assisting customers with service requests and transactions while identifying customer needs for appropriate products and services.

BankingFinancial Services

Responsibilities

Provides internal and external customer service as needed, including but not limited to: greets customers, handles cash and non-cash customer account transactions and servicing functions, responds to product/service/customer/account inquiries, resolves/escalates customer issues as necessary/appropriate, educates customers on how to conduct simple transactions through self-service technologies, etc
Identifies customers’ needs as it relates to the appropriate selection of retail/commercial deposit products and services; opens accounts and assists customers in proper completion of account paperwork and transactions; reviews documents/data entry for accuracy and completeness
Cross sells products and services and makes appropriate referrals to other staff members and departments
Supports branch goals by generating qualified referrals for residential, commercial and consumer loans
Actively participates in branch promotions and contributes towards branch product and service origination goals
Maintains working knowledge of all regulatory requirements and products and services
Manages personal cash drawer, including daily drawer balancing, check balancing, and drawer limits as needed; assists with branch opening and closing
Complies with all Eagle Bank policies, procedures, performance and culture standards and expectations as well as state and federal regulations

Qualification

Customer service experienceAttention to detailProfessional appearanceInterpersonal skillsCommunication skills

Required

Minimum two years of high school completed or equivalent
Minimum one year customer service experience
Excellent attention to detail, interpersonal and communication skills
Professional appearance and approach

Benefits

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance

Company

EagleBank

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EagleBank is a local community business bank with 12 branches and 4 regional offices in Maryland, Northern Virginia and Washington, DC.

Funding

Current Stage
Public Company
Total Funding
$77.7M
2024-09-30Post Ipo Debt· $77.7M
2016-07-26Post Ipo Debt
1998-06-09IPO

Leadership Team

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Susan Riel
Chair, President and Chief Executive Officer
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Evelyn Lee
CLO for C&I
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Company data provided by crunchbase