HomeTrust Bank · 7 hours ago
Sales & Service Associate III
Asheville, North Carolina, United States
Full-time
Onsite
Mid, Senior Level
5+ years expHomeTrust Bank is a community-focused financial institution committed to providing value-added banking services. They are seeking a Sales & Service Associate III who will be responsible for attracting and retaining customer relationships, processing transactions, and promoting bank products and services.
BankingCommunitiesFinancial Services
Responsibilities
Attracts and retains customer relationships by delivering customer service both in person and by phone, identifying customer needs and suggesting appropriate products and services to solidify and enhance relationships
Serves as primary customer contact for transaction processing, new account opening and account maintenance requests
Handles transactions at the teller line and moves to a lobby workstation for customer conversations and new account opening, creating a central location for the customer’s financial needs
Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, enters deposits into computer records, and places holds on accounts for uncollected funds
Performs other functions as assigned to the Sales and Service Associate and Sales and Service Associate II positions
Provides a complete range of customer services including wire transfers, explains bank product and service features and benefits, gathers customer information to set up new consumer and business accounts, and processes updates or to provide maintenance on existing accounts
Serves as an IRA specialist for opening new IRAs, processing contributions and distributions
Participates in retail sales, service and product training meetings, branch huddles, and other meetings as scheduled, and assists and facilitates branch adherence to operations and audits
Directly promotes and offers solutions for all retail bank products and services, including checking, savings, money market, certificates of deposit, debit card, online/mobile banking, and consumer loans, including HELOC loans
Promotes and introduces other financial institution products and services to customers and makes appropriate referrals, including mortgage referrals, investment services, and treasury management services
Qualification
Required
High school diploma or equivalent required
5+ years of public contact or sales experience
Experience in SSA position or equivalent at another financial institution
Above average PC and technology skills, and ability to use applicable software and operation branch automation systems
Familiarity with all federal and state banking regulations pertaining to lending and consumer finance, including fair lending laws, the Bank Secrecy Act, and the US Patriot Act
Thorough knowledge of the Teller system and all applicable system applications, basic and complex consumer account opening and maintenance activities, all transaction processing functions performed at teller window, and processing wire transfers
Sales/Service skills - knowledge of bank products and services, sufficient to identify and fill customer and prospect needs, conduct sales/service dialogue with customers and prospects both in-person and by phone, and/or refer quality business
Stay abreast of all changes in policies and procedures related to retail and consumer lending products
Excellent verbal and written communications skills, ability to resolve customer concerns/issues in a positive manner, and high attention to detail
Successful completion of in-house training programs or other approved or assigned training programs for new accounts function within one year of accepting position
Actively learns, demonstrates, and fosters the HomeTrust corporate culture in all actions and words
Takes personal initiative and is a positive example for others to emulate
Team and goal-oriented style – works cooperatively to attain branch and individual sales and service goals within bank standards and guidelines
Ability/desire to gain credibility as a knowledgeable financial problem solver
Ability to understand and use bank policies and procedures to ensure operational efficiency and regulatory compliance
Ability to work with limited or no direct supervision
Must be organized and possess an aptitude for basic math
Ability to think and act independently within guidelines and limitations of bank policy and assigned personal authority
Proficient in Microsoft Office products
Preferred
Associate degree in relevant field
Company
HomeTrust Bank
HomeTrust Bank is a chartered, community-focused financial institution.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2012-07-11IPO
Leadership Team
Robert Moore
Senior Vice President
Recent News
2026-01-20
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2025-11-18
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2025-09-02
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