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  Deliver exceptional customer service by engaging, educating and building personal connections with our customers
• Follow the bank’s established sales and service process
• Analyze customer needs so that appropriate recommendations can be made to new and existing customers
• Provide deposit and loan account servicing to existing customers
• Conduct follow up phone calls to prospects and current customers
• Make outside business development appointment calls for Banking Center Manager
• Use provided computer systems/software to handle all bank offered services
• Complies with all federal and state laws and regulations, and all established bank policies and procedures
• May process NSF report for banking center manager
• Provides transactional customer service, including but not limited to the following: accept and process deposits, withdrawals, payments and handle other over the counter transactions
• Provide information about Jefferson Bank loans up to and including taking the loan applications for consumer lending requests
• May assist Commercial Lenders and Private Bankers with loan paperwork, account openings and customer service as needed
• Perform other duties as assigned

• 1 Year experience of working in a financial services environment or a consultative sales environment
• Knowledge of bank products and services
• Experience providing customer service through various forms of communication (face to face, email, and telephone)

• Knowledge of new account systems
• 6 months of cash handling experience

• High School diploma or equivalent
• Excellent customer service skills to include good verbal and written communication
• Ability to work in sales environment
• Good organizational skills and ability to multi-task with accuracy and follow assigned tasks through completion

• Must be able to communicate face to face with customers
• Proven organizational skills with ability to multi-task and follow assigned tasks through completion
• Must be able to focus on details and be accurate
• Ability to work independently with minimal supervision
• Must be accustomed to a fast-paced office environment

• Must be able to sit for most of the day in front of a computer screen
• Must be able to speak to and hear to communicate with customers
• Must be able to type on a keyboard
• Must be able to read a laptop/computer monitor
• Must be able to reach teller tubes
• Must be mobile in an office environment

Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status.

Click the link below to be redirected to the Equal Employment Opportunity Commission’s website to view the “Know Your Rights” Poster:

https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf