You haven't searched anything yet.
Position Summary:
The Financial Services Representative is responsible for assisting customers with a variety of banking needs as well as making the best recommendation of bank products to current and prospective customers. The ideal candidate for this position is knowledgeable about banking products and processes, motivated, and has an outgoing, warm, and friendly personality.
Duties and Responsibilities:
- Advise current and prospective customers on bank products and services that are best suited to their needs (e.g. checking and savings accounts, CDs, debit cards, etc.)
- Understand and be able to clearly explain the products and services offered by First Bank, including but not limited to:
- Assist customers with managing their bank accounts and finances; refer customers to appropriate bank personnel to meet their financial needs
- Build long-term relationships with customers as a foundation to recommend our products and services
- Open bank accounts for current and new customers; oversee transactions and close accounts when necessary
- Compile information about new accounts, enter account information into computers, and file/scan related forms or other documents
- Resolve problems and issues with banking services as they arise
- Ability to interpret legal documents (with proper training) and apply to various situations and/or account types
- Greet customers as they enter the bank and direct them to the correct area of the bank to conduct their business
Requirements and Qualifications:
- Proven experience as a financial services representative and/or personal banker is required
- Commitment to ethical conduct in all business endeavors
- Self-motivated and determined to complete tasks in a timely manner
- Tenacious problem-solving skills with a customer-oriented approach
- Strong interpersonal communication skills; ability to build rapport within the community
- Knowledge of banking practices and regulations is required
- High school diploma required
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bending or standing on a stool as necessary.
Skills:
- Basic computer skills necessary
- Competency in Microsoft Office applications
- Good communication skills including speaking clearly and accurately using a pleasant tone and common conversational courtesies
- Strong customer service skills
Position Type/Expected Hours of Work:
This is a full-time position, Monday through Friday, 8:00 a.m. to 5 p.m.
*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Job Type: Full-time
Pay: $45,000.00 - $48,000.00 per year
Benefits:
Experience level:
Schedule:
Work Location: In person
Full Time
Banking
$41k-52k (estimate)
04/14/2024
04/22/2024
localfirstbank.com
BURLINGTON, NC
500 - 1,000
1935
KEITH STRICKLAND
$5M - $10M
Banking
Established in 1935, First Bank is now the largest independent, full-service community bank headquartered in North Carolina. With more than 100 branches across the Carolinas, we provide the best-in-class financial solutions, advice and technology you need to manage your home or businesswith local decision makers who know your name and live in your neighborhood. Come see why individuals, families and businesses have trusted us for generations. Member FDIC | Equal Housing Lender
The job skills required for Financial Services Representative include Customer Service, Products and Services, Problem Solving, Communication Skills, Life Insurance, Microsoft Office, 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.
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.
04/04/2022: Riverside, CA
Maintain comprehensive knowledge of all services and products and update all request on development needs.
02/14/2022: Altoona, PA
Provide efficient sales, services to customers and monitor sales for all referral objectives.
02/13/2022: Saint Paul, MN
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.
02/26/2022: Topeka, KS
A financial service representative provides financial advice and matches financial products with customers' needs and goals.
02/16/2022: Richland, WA
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.
02/19/2022: Olympia, WA
Opt for more than a basic bank account.
03/19/2022: New York, NY
Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
02/16/2022: Frankfort, KY
Soft skills for financial services representative roles can be of help.
02/20/2022: Bradenton, FL
Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
01/08/2022: Miami, FL
Step 3: View the best colleges and universities for Financial Services Representative.