Job description
Position Title
Financial Service Representative
Location
Job Summary
This position will be cross-trained on opening accounts and will be the primary back up for opening accounts when a Banker is not available.
Job Responsibilities:
-
Customer Relations/Satisfaction: Process Transactions/Customer Service. Greet customers and ask questions to determine their needs. Process financial transactions (cash and non-cash bank transactions, balance inquiries, cashier's checks, money orders, cash advances with credit cards, etc.) in an accurate and efficient manner in accordance with operational and regulatory guidelines. Assist with customer questions and/or issues relating to their accounts. Demonstrate strong customers service skills and the ability to resolve problems and prevent customer dissatisfaction. The FSR position is one of the primary transaction positions within a branch.
-
Sales: Meet and exceed sales and referral expectations by working with customers to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs. Ensure the customer's needs are met by partnering with the appropriate specialist (branch team, FC, and MLO) to serve the customer's banking, mortgage and investment needs. This may include participation in 'Call Nights'.
-
Operations: Maintain operational standards including balancing cash drawers at the end of each shift, processing CTR reports and transactions, and opening and closing procedures of the branch. May also include ATM and vault balancing, opening and closing procedures of the branch, etc. Acquire and maintain up-todate knowledge of applicable policies, procedures, guidelines and bank operating systems.
Job Requirements:
-
6+ months cash handling experience, required
-
1+ year of finance, sales or customer service experience, required
-
HS Diploma, GED or Foreign Equivalent, required
-
Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction
-
Demonstrated computer proficiency • Desire and willingness to call on prospects and existing clients for sales opportunities.
-
Strong listening, verbal and written communication skills
-
Demonstrated ability to work well in a team environment
-
Demonstrated ability to follow company policies, guidelines and procedures
-
Strong attention to detail and ability to multi-task
-
Demonstrated ability to maintain confidentiality using tact and diplomacy
-
Maintain professional dress attire and demeanor
-
Ability to work branch hours, including weekends and some evenings
Internal use only: L-Hrly
#LI-HP1
gatheringourvoice.org is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, gatheringourvoice.org provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, gatheringourvoice.org is the ideal place to find your next job.