What are the responsibilities and job description for the Concierge Financial Advisor position at Banterra Bank?
Banterra Bank is seeking a Concierge Financial Advisor to join its team. As a key member of the branch staff, this individual will be responsible for providing exceptional customer service, responding to customer inquiries, and resolving issues in a timely and professional manner.
Primary responsibilities include performing routine teller transactional services, such as receiving checks and cash for deposit, verifying deposit amounts, examining checks for endorsement and negotiability, and entering transactions into bank records via an online teller terminal. The Concierge Banker will also assist customers with questions, concerns, and explanations of bank products or services offered.
To be successful in this role, candidates should possess strong organizational skills, attention to detail, and the ability to multitask in a fast-paced environment. A high school diploma or equivalent and two to three years of relevant experience are required.
