Role Overview
You will be responsible for providing an excellent customer experience by:
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Building relationships through proactive outreach (calls, emails, in-person).
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Recommending appropriate products (checking, savings, loans, credit cards, etc.).
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Educating customers on digital banking tools.
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Helping with basic banking needs like opening accounts, processing transactions, and credit applications.
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Follow bank policies and regulations (especially around lending and compliance).
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Refer customers to specialists (mortgage, investment, or business bankers) when needed.
Key Requirements
Minimum:
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6+ months of customer interaction experience (retail, service, military, or education all count).
Preferred:
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Strong customer service and relationship-building skills.
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Ability to engage customers proactively (not just reactively).
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Comfort with technology and digital banking.
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Experience collaborating within a team.
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Strong integrity and professionalism.
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Knowledge of fraud prevention and banking compliance
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Familiarity with SAFE Act requirements if mortgage-related activity is involved.
Compliance & Licensing
Because the position may involve mortgage or loan origination tasks, it requires:
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Meeting the S.A.F.E. Mortgage Licensing Act (2008) standards.
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Passing a background check.
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Maintaining eligibility under Regulation Z (Loan Originator rule).
Tips if You are Applying or Interviewing
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Highlight customer engagement stories (times you built trust, solved issues, or cross-sold services).
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Show comfort with technology and digital tools.
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Demonstrate your ability to learn products quickly and follow procedures.
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If you have military or leadership experience, connect it to your discipline, service mindset, or compliance awareness.