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Financial service representative
$41k-54k (estimate)
Full Time | Banking 1 Week Ago
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Adams Bank and Trust is Hiring a Financial service representative Near Greeley, CO

We are searching for a positive, initiative driven, customer oriented individual to join our team.

Signing Bonus May Apply

This position is a combination of teller and personal banking responsibilities which includes, but is not limited to, building strong customer relationships, cross selling bank products and services as well as opening and closing various demand deposit accounts.

Flexibility to travel between our region locations is a must.

Qualified candidates will have the following : cash handling experience, strong customer service and communication skills, and interpersonal expertise.

Must have the ability to multitask and be detail oriented. Prior sales experience is preferred. A college degree can be substituted for experience, however we will train the right person.

Professional appearance is required.

PRIMARY ACCOUNTABILITIES AND RESPONSIBILITIES :

Functions as a trained teller, receiving and processing teller transactions accurately and timely. Follows Bank procedures when performing transactions on teller machine and other required equipment such as encoder, CRT.

Assists in forecasting cash demand for location. Maintains adequate cash and / or cash drawer limits as required by Bank policy.

Opens night deposit vault and processes all transactions using dual control at all times.

Opens / closes various time and demand deposit accounts. including certificates of deposits, NOW accounts, regular checking accounts and savings accounts.

Ensures all applicable regulations, disclosures, policies, and procedures are observed.

Cross sells Bank products and services through needs identification, maximizing profitable relationship. Utilizes sales tools to proactively call existing customer base to expand relationships in accordance with bank's core values and customer needs.

Performs basic loan administration requirements as needed.

Last updated : 2024-04-26

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$41k-54k (estimate)

POST DATE

04/27/2024

EXPIRATION DATE

07/26/2024

WEBSITE

abtbank.com

HEADQUARTERS

COLBY, KS

SIZE

100 - 200

FOUNDED

1916

REVENUE

$50M - $200M

INDUSTRY

Banking

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About Adams Bank and Trust

Adams Bank & Trust is a growing commercial bank in Nebraska, Colorado and Kansas that is committed to promoting local economic growth through business, agricultural and consumer lending. Founded in 1916, the bank remains locally owned and privately held, and has grown to well over a billion dollars in assets. Todd Adams, CEO, and Chad Adams, President, are the fourth generation of their family to lead the organization, which is headquartered in Ogallala, Nebraska. There are now 11 locations in Nebraska, 8 in Colorado, and 1 in Kansas. Adams Bank & Trust has built its reputation on outstanding ...customer service, community involvement, and safety and soundness in banking practices. See www.abtbank.com to learn more. More
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The job skills required for Financial service representative include Customer Service, Cash Handling, Products and Services, Communication Skills, Initiative, Flexibility, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial service representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial service representative. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial service representative positions, which can be used as a reference in future career path planning. As a Financial service representative, it can be promoted into senior positions as a Financial Retail Sales Assistant II - Registered that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial service representative. You can explore the career advancement for a Financial service representative below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Service Representative job description and responsibilities

They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.

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Maintain comprehensive knowledge of all services and products and update all request on development needs.

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Provide efficient sales and services to customers and monitor sales for all referral objectives.

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A financial service representative may advance his career by obtaining certifications and building up more and more accounts.

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To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Service Representative jobs

Be very, very careful when selecting a financial services representative.

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Provide Financial Advice Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.

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Step 3: View the best colleges and universities for Financial Service Representative.

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