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5 Financial Services Representative Jobs in North Platte, NE

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Heartland
North Platte, NE | Full Time
$68k-93k (estimate)
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Adams Bank and Trust
North Platte, NE | Full Time
$37k-45k (estimate)
4 Months Ago
GTA insurance Group
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Financial Services Representative
Adams Bank and Trust North Platte, NE
$37k-45k (estimate)
Full Time | Banking 4 Months Ago
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Adams Bank and Trust is Hiring a Financial Services Representative Near North Platte, NE

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

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. Verifies and balances assigned cash drawer daily with minimal cash variances. Assists in reconciling errors or discrepancies for self and other tellers. 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.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$37k-45k (estimate)

POST DATE

01/04/2023

EXPIRATION DATE

11/28/2028

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 Services Representative include Customer Service, Products and Services, Communication Skills, Flexibility, Initiative, Customer Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services 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 Services 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 Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.

If you are interested in becoming a Financial Services 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 Services Representative for your reference.

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

Quotes from people on Financial Services 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, services to customers and monitor sales for all referral objectives.

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To 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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A financial service representative provides financial advice and matches financial products with customers' needs and goals.

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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 Services Representative jobs

Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.

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Opt for more than a basic bank account.

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Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.

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Soft skills for financial services representative roles can be of help.

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Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.

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

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