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JOB TITLE: Financial Services Specialist
REPORTS TO: Lobby Services Manager
DEPARTMENT: Lobby Services
LOCATION: Specific
JOB OVERVIEW: Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Has extensive knowledge of deposit accounts. Presents and explains bank products and services to customers and assists in meeting their financial needs including the following: opening, closing, and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, and Cash Management products. Resolves customer requests and questions promptly, courteously, and professionally. Receives and processes new customer accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested. Ensures compliance with regulations, bank policies, and safety and security procedures. Performs other tasks as required or assigned.
JOB SPECIFICATIONS: High school education or equivalent is required. Personal Banker experience preferred, including teller. Expertise should include computer skills including a thorough understanding of bank technology systems. Working knowledge of Microsoft software products is necessary. Good organizational and interpersonal skills are all needed. The ability to balance several ongoing projects simultaneously and customer relationships is required. Strong oral and written communications skills for communicating and building relationships with internal and external customers is important. Frequently requires problem solving.
EXTERNAL CONTACTS: Frequent contact with customers both in person and over the phone.
INTERNAL CONTACTS: Frequent contact with all Bank personnel.
DECISION MAKING RESPONSIBILITIES: Day to day customer services issues.
The above statements describe the general nature and level of work being performed. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. All requirements are subject to possible modification to reasonably accommodate individuals with a disability.
Full Time
Banking
$71k-88k (estimate)
04/23/2024
06/22/2024
worthingtonbank.com
ARLINGTON, TX
25 - 50
2002
JASON ELLIS
$10M - $50M
Banking
At Worthington National Bank we do more than just close deals, we open relationships. Worthington National Bank is one of the only locally-owned, independent banks left in Tarrant County, Texas. We are a modern day bank that believes in doing business the old fashioned way. Call us, and youll reach real people. Come inside, and youll meet friendly, knowledgeable bankers. Bank with us, and youll enjoy a new kind of banking experience.
The job skills required for Financial Services Specialist include Financial Services, Products and Services, Written Communication, Customer Service, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Specialist. 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 Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Specialist positions, which can be used as a reference in future career path planning. As a Financial Services Specialist, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Specialist. You can explore the career advancement for a Financial Services Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Specialist, 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 Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Specialist job description and responsibilities
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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 Specialist jobs
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