Financial Services Representative

Summary:

The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person.

Essential Duties and Responsibilities:

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  Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets.

  
  
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  Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.

  
  
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  Serves as a team member to accomplish company objectives and lobby and personal goals.

  
  
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  Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients.

  
  
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  Actively participates in training programs to maintain and acquire additional job knowledge and skills

  
  
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  Assists in opening and closing the branch, following procedures set by corporate security.

  
  
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  Complies with all department and company policies, procedures, audit guidelines, and regulations.

  
  
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  Perform other miscellaneous duties as assigned.

  
  

Qualifications:

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  Strong math and problem solving skills.

  
  
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  Excellent interpersonal and customer service skills with the ability to cross-sale products and services.

  
  
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  Must maintain confidentiality of client transactions and bank records.

  
  
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  Team-oriented, possess a positive attitude and work well with others.

  
  
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  Strong oral and written communication skills.

  
  
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  Ability to operate standard office equipment, such as computer workstations, calculators, and copier.

  
  
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  Ability to prioritize; handle multiple tasks; and work independently.

  
  
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  Strong organizational skills and detail-oriented with a high degree of accuracy.

  
  
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  Thorough knowledge of bank operations, products, and services offered at the bank.

  
  
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  Knowledge of banking laws and regulations including the Bank Secrecy Act.

  
  
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  Bilingual in Spanish required

  
  

Supervisory Responsibilities:

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  None

  
  

Education and/or Experience:

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  High School diploma or equivalent

  
  
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  Associates degree in business related field or two years related experience or a combination of education and experience

  
  
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  Experience working in an environment with individual and team goals preferred

  
  
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  Customer service experience required

  
  

Computer and Software Skills:

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  Skilled in operation of a personal computer, including Microsoft Word and Excel.

  
  
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  Google Suite

  
  
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  IBS

  
  
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  Salesforce

  
  

Certificates, Licenses, and Registrations:

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  Notary License as needed by the branch

  
  

Scheduled Hours:

Monday - Friday 9:30 AM - 6: 00 PM

Rotating Saturday 9:00 AM - 1:00 PM