Customer-Focused Accounts Representative (Stockton)

Customer-Focused Accounts Representative (Stockton)

04 Aug
|
Oak Valley Community Bank
|
Stockton

04 Aug

Oak Valley Community Bank

Stockton

Boost your career with Oak Valley Community Bank as a Customer-Focused Accounts Representative based in Stockton, CA. This full-time position emphasizes customer engagement and financial product expertise.
You’ll be a key player in the Retail Banking Group, responsible for opening and managing a variety of banking accounts while building robust relationships through exceptional service. Your role will harness your sales skills for cross-selling bank offerings and maintaining meticulous attention to detail regarding compliance and data entry.
Key Responsibilities:
• Distribute necessary disclosures to clients
• Interview customers to assess their banking needs
• Maintain accurate records and follow up swiftly




• Process transactions and manage cash handling tasks
• Ensure customer security with safe deposit management
Requirements:
• High school diploma or GED required
• Minimum one year of experience in financial services
• Excellent communication and problem-solving abilities
• Proficient in basic banking operations and math
• Cash handling and teller experience preferred
Bring your customer-centric approach to Oak Valley Community Bank and enhance banking relationships in Stockton.
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📌 Customer-Focused Accounts Representative (Stockton)
🏢 Oak Valley Community Bank
📍 Stockton

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