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Summary:
We are looking for talented, hardworking, and detail-oriented individuals for our Financial Center Service Associate position. At Independent Financial, you will have an opportunity to make a difference in the community by helping our clients and providing quality service. If you want to become a part of a growing company and collaborative culture, we would love to talk to you.
Responsibilities:
Open new accounts including but not limited to checking, savings, CD's, IRAs, and Business accounts
Process maintenance, operations, and correspondence services for new and existing accounts
Offer excellent service and build strong rapport with customers to develop and maintain strong relationships and trust
Actively participate in meeting financial center sales goals by participating in workplace banking events, cross-selling applicable financial products and services to meet customers' needs, and referring customers to other lines of bank business to expand existing relationships
Perform duties of Financial Center Teller, to include balancing cash drawer daily, assisting with balancing vault and ATM, and providing various account services to customers
Qualifications:
High school diploma or equivalent education certificate (GED)
Minimum of 6 months of experience in a sales and service environment involving cash handling and face-to-face customer service interaction.
Minimum of 6 months of new accounts experience (with a bank) required
Strong organizational, interpersonal, communication, and customer relation skills
Benefits:
Competitive starting pay rate of at least $19.50/hour
Full time employees are eligible for medical, dental and vision insurance effective on the first of the month following date of hire
Eligible for 401k. Will match 100% of the first 6% of your contribution
Tuition reimbursement of up to $3,000 per calendar year
Job Details:
RegularTo all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes toIndependent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes.
Independent Financial is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of age, ancestry, color, gender (including pregnancy, childbirth, or related medical conditions), gender identity or expression, genetic information, marital status, medical condition, mental or physical disability, national origin, protected family care or medical leave status, race, religion (including beliefs and practices or the absence thereof), sexual orientation, military or veteran status, or any other characteristic protected by federal, state, or local laws.Full Time
Investment Management
$62k-72k (estimate)
01/25/2024
06/27/2024
indfin.com
Simi Valley, CA
25 - 50
Investment Management
The job skills required for Financial Center Service Associate include Customer Service, Products and Services, Cross-Selling, Cash Handling, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Center Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Center Service Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Center Service Associate positions, which can be used as a reference in future career path planning. As a Financial Center Service Associate, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Center Service Associate. You can explore the career advancement for a Financial Center Service Associate below and select your interested title to get hiring information.