Job Description

Salary Range: $18.57 - $30.95 Hourly

Overview:
Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers.

Primary Responsibilities:
Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)).
Complete basic research on customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals
Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners.
Proactively reach out to clients to via e-mail or phone to follow up and educate on value added products/services to address needs of clients
Onboard new customers through customer outreach (regardless of available channel, and individual who opened account)

Education and Experience Required:
- High school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, call center, customer service and/or telesales experience
OR
- A high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience.
- Strong verbal communication and interpersonal skills
- Proven ability to demonstrate exceptional customer service
- Well-organized individual with time management and prioritization skills
- Demonstrated financial services product knowledge

MEET OUR TEAM OPEN HOUSE
Tuesday, February 11 • 4pm-6:30pm
at our Amherst Center, 1100 Wehrle Drive, Williamsville, NY

We are hiring for:
• PT and FT Tellers
• Universal Bankers
• Relationship Bankers
• Assistant Branch Managers
• Contact Center Digital Service Reps
• Contact Center Retail Service Reps

Branch positions are available in Amherst, Niagara Falls, Williamsville, Depew and Cheektowaga area.

Link to the event:

Or apply online using the direct link below:

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