Float Personal Banker I - Charleston, SC
Core
Provide excellent customer care for daily transactions, address inquiries, resolve problems, and refer customers to business partners for products and services.
Role type
Retail banking teller / customer service representative
Builds
Retail banking products and services
Domain
Banking / Financial Services
Deliverable
product features
Required skills
cash handling, advanced math, customer service, risk management, policy adherence, sales referrals, product knowledge, problem resolution, team collaboration
Preferred skills
flexibility in scheduling, initiative, sound judgment, diplomacy
Technologies
NMLS (Nationwide Mortgage Licensing System), internal referral tools, dashboards
Responsibilities
Handle daily transactions and customer inquiries, maintain confidentiality of customer business, refer customers to business partners for cross-selling, monitor referral progression via tools and dashboards, resolve complex issues by escalating to leadership, adhere to bank policies and risk appetite, maintain accurate balancing records.
Seniority
Entry-level to Junior, individual contributor