Banking Services Associate jobs in United States
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Banterra Bank · 3 weeks ago

Banking Services Associate

Banterra Bank is seeking a Banking Services Associate to provide essential support to banking staff and customers in daily operations. This entry-level role focuses on building banking knowledge and gaining hands-on experience with customer transactions and bank products.

Financial Services
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Growth Opportunities

Responsibilities

Learn to process deposits, withdrawals, and cash checks efficiently. Gain experience with money orders and cashier’s checks, and balance assigned cash drawer at the end of each shift
Greet customers warmly and assist them with their inquiries. Provide clear and helpful information about bank products and services, developing problem-solving skills by resolving basic customer issues and/or escalating as appropriate
Keep accurate records of all transactions. Learn to log checks and prepare detailed transaction reports
Gain hands-on experience counting and packaging currency; build attention to detail by reconciling cash drawers and reporting discrepancies
Observe and assist Relationship Bankers with opening new accounts and processing loan applications. Learn the basics of loan information to help guide customers
Inform customers about additional bank services like loans, credit cards, and savings accounts. Develop sales skills by cross-selling bank products to meet customer needs
Identify opportunities to refer customers to the appropriate banking staff. Promote special offers and new products
Direct customers to the right department or specialist for more complex inquiries. Learn to manage and prioritize customer inquiries to ensure timely and effective resolution
Participate actively in training sessions to understand bank policies and procedures. Shadow experienced Relationship Bankers to gain practical, hands-on experience and continuously improve skills
Adhere to all bank policies, regulations, and laws, ensuring all activities are compliant
Assume responsibility for additional projects and tasks as assigned

Qualification

High school diplomaMathematical proficiencyComputer literacyCustomer serviceSales skillsTyping skillsCommunication skillsCritical thinkingOrganizational skills

Required

High school diploma or equivalent required
Excellent communication skills and the ability to communicate effectively, verbally and in writing, with internal and external customers at all levels
A positive and proactive approach to work, demonstrating enthusiasm, adaptability, and the ability to maintain composure and professionalism in stressful or adverse conditions
Ability to identify and pursue sales opportunities by understanding customer needs and recommending appropriate products and services
Critical-thinking skills and the ability to analyze data, drawing informed conclusions
Strong organizational and time management skills to handle multiple tasks, prioritize work, and meet deadlines
Mathematical proficiency and the ability to quickly and accurately complete standard calculations
Proficient computer literacy, including comfort with Microsoft systems and Office Suite
Intermediate typing skills to meet the needs of this position
Current driver's license and reliable transportation with appropriate insurance coverage; additionally, the ability to drive occasionally in the course of performing assigned duties and responsibilities
Ability to work weekends, holidays, and at other locations as needed
The ability to work with minimal or no supervision

Preferred

Direct experience in customer service preferred

Company

Banterra Bank

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Banterra Bank is a bank providing consumer lending, mortgages, and financial services.

Funding

Current Stage
Growth Stage

Leadership Team

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Gary Dillard
EVP, Chief Financial Officer
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Jennifer Aden
Executive Vice President, Chief Legal Officer, Corporate Secretary
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Company data provided by crunchbase