Sales & Service Banker – Customer Advisor

About the role

The Sales and Service Banker acts as a trusted financial advisor, building lasting relationships with customers in the York branch. You will combine sales expertise with high‑quality service to meet clients' banking, lending and investment needs while promoting digital banking tools.

Key responsibilities

• Provide personalized banking, lending and investment solutions based on customers' financial goals.
• Process teller transactions accurately, including deposits, withdrawals, transfers and cash handling.
• Identify cross‑sell opportunities and refer customers to appropriate partners.
• Educate customers on digital banking platforms and self‑service options.
• Collaborate with team members to achieve branch sales targets and overall performance.
• Maintain compliance with regulatory requirements, risk policies and fraud‑prevention procedures.
• Support nearby branch locations when business needs arise.

Required profile

• Strong interpersonal skills with a focus on building customer loyalty.
• Ability to understand and respond to a wide range of financial needs.
• Detail‑oriented mindset for accurate transaction processing and cash handling.
• Commitment to delivering an elevated, seamless customer experience.
• Willingness to work collaboratively in a branch environment.

Required skills

• Cash handling and accurate teller transaction processing.
• Proficiency with digital banking tools and platforms.