Financial Services Representative

Job Summary

We are seeking a highly skilled and dedicated individual to join our team as a Financial Services Representative. In this role, you will be responsible for providing exceptional customer service and sales support to our clients.

Main Responsibilities:

• You will greet each client warmly, using their name, taking ownership of their needs, and exceeding their expectations.

• You will foster relationships with existing customers to maintain their trust and loyalty.

• You will identify and respond to sales opportunities, offering our clients a range of financial products and services that meet their needs.

• You will actively participate in achieving retail branch goals and events, working collaboratively with your team to drive success.

• You will engage in daily branch huddles and weekly meetings, staying informed and aligned with our objectives.

• You will process all customer transactions accurately and efficiently, handling cash, checks, and other financial instruments with precision.

• You will place holds on accounts as necessary, following regulatory guidelines.

• You will monitor customer account activity, identifying potential fraud and taking corrective action.

• You will balance currency, coin, and checks in the cash drawer, maintaining secure cash levels and adhering to our security policy.

• You will process various financial transactions, including savings bonds, cashier's checks, and more.

• You will grant access to safe deposit boxes, following established procedures.

• You will assist tellers with transaction balancing and may help with vault balancing.

• You will profile customers to better understand their financial needs, recommending products and services that enhance their lives.

• You will prepare and compile new customer information, ensuring accuracy and completeness.

• You will open new accounts, documenting all necessary details and following up on missing documents.

• You will complete account maintenance tasks, maintaining proper documentation.

• You will assist customers with various requests, such as stop payments, debit card orders, and more.

• You will respond promptly to customer inquiries, resolving issues and providing feedback.

• You will make quality referrals to other areas of the organization, fostering partnerships and driving growth.

• You will work professionally with internal departments, generating goodwill and cooperation.

• You will generate new business to contribute to our profitability goals.

• You will safeguard customer information and organizational property, adhering to all relevant regulations and requirements.

• You will participate in local community and organizational initiatives.

• You will perform other duties as assigned by management.

Requirements:

• A high school diploma or equivalent is required.

• Must be 18 years old.

• Six to twelve months of bank teller experience is preferred.

• Customer service or sales experience is essential.