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Customer-Focused Accounts Representative
Oak Valley Community Bank
Opportunity Description
Boost your career with Oak Valley Community Bank as a Customer-Focused Accounts Representative based in Stockton, CA. This full-time position emphasizes customer engagement and financial product expertise.
You’ll be a key player in the Retail Banking Group, responsible for opening and managing a variety of banking accounts while building strong relationships through exceptional service. Your role will harness your sales skills for cross-selling bank offerings and maintaining meticulous attention to detail regarding compliance and data entry.
Key Responsibilities:
• Distribute necessary disclosures to clients
• Interview customers to assess their banking needs
• Maintain accurate records and follow up swiftly
• Process transactions and manage cash handling tasks
• Ensure customer security with safe deposit management
Requirements:
• High school diploma or GED required
• Minimum one year of experience in financial services
• Excellent communication and pr...
You’ll be a key player in the Retail Banking Group, responsible for opening and managing a variety of banking accounts while building strong relationships through exceptional service. Your role will harness your sales skills for cross-selling bank offerings and maintaining meticulous attention to detail regarding compliance and data entry.
Key Responsibilities:
• Distribute necessary disclosures to clients
• Interview customers to assess their banking needs
• Maintain accurate records and follow up swiftly
• Process transactions and manage cash handling tasks
• Ensure customer security with safe deposit management
Requirements:
• High school diploma or GED required
• Minimum one year of experience in financial services
• Excellent communication and pr...
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