Retail Advisor III - Charles City

Essential duties and responsibilities

  • Provide prompt, efficient, and courteous customer service for each customer coming into the branch.
  • Participate in business development by identifying and offering bank services and making referrals on other appropriate bank products and services.
  • Explain and promote products/services most appropriate for the customer's needs.
  • Make calls to existing and potential customers to strengthen current customer relationships as well as develop new business
  • Understand the policies, procedures, and regulations of banking. Keep abreast of relevant governmental regulations, current industry matters, and any changes that occur.
  • Open personal and business accounts and prepare all related documentation.  Enter required data on system for accounts/services opened.
  • Accept applications for consumer loans and real estate loans. Process and forward to loan underwriters for approval. 
  • Sell Credit Life and Disability Insurance.
  • Provide coverage and assistance to other departmental personnel as requested.  
  • Participate in necessary training to perform functions of the job.
  • Cross train in Teller and Video Banking positions.  Provide assistance as requested.
  • Participate in bank-sponsored events as outlined in financial institution’s “Community Events Program”.
  • Perform additional duties as they become assigned or apparent

Desired knowledge, skills, & abilities

  • Thorough knowledge of banking products and services. Understand basic financial concepts and terminology. Includes both the deposit gathering and lending functions.
  • Demonstrated ability to successfully work with customers and provide outstanding customer service contact on a regular basis.
  • Ability to work in an environment with sensitive information, maintaining a high level of confidentiality at all times.
  • Excellent communication skills, both written and verbal.
  • Demonstrated ability and willingness to work cooperatively in a team environment, with bank staff at all levels.
  • Current credit life and disability license.
  • Proficient in basic computer skills using Microsoft Office products, along with the ability to quickly learn and effectively utilize new technology.
  • Strong organizational skills with ability to prioritize multiple tasks and work under pressure.


Education: High school diploma or equivalent.

Experience: Prior experience in a customer contact position required. Previous sales experience preferred. Two years of experience in a bank setting is preferred.

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