About this role
Candidate is primarily responsible for profiling customers and marketing a full range of credit and non- credit products and services to existing and potential individual and small business customers,
- Open and close account s: Help clients set up checking, savings, or certificates of deposit (CDs).
- Recommend products : Suggest personal loans, credit products, and mortgages based on client needs.
- Provide support : Answer clients questions, fix account issues, and process routine transactions.
Required Qualifications
- Education: A High school diploma is standard, though an associate or bachelor's degree in business or finance is preferred.
- Experience : One to two years of customer service, retail banking, or sales background.
- Skills : Strong communication, active listening, basic math, and computer organization.