What are the responsibilities and job description for the Financial Services Representative position at Strive Solutions?
Front-Line Banking Associate
Open and maintain consumer and commercial accounts, process teller transactions, and assist customers with loan applications. Provide responsive support for customer inquiries both in person and by phone.
Key Duties
Open and maintain consumer and commercial accounts, process teller transactions, and assist customers with loan applications. Provide responsive support for customer inquiries both in person and by phone.
Key Duties
- Perform teller services and process deposits, withdrawals, and other customer transactions.
- Assist with opening consumer and commercial accounts and completing required documentation.
- Support loan application workflows by gathering information and guiding customers through required steps.
- Resolve customer concerns and provide clear, accurate information.
- Maintain cash controls and follow established banking procedures.
- Support daily branch operations while complying with applicable banking policies and regulations.
- Strong customer service and communication skills (in person and by phone).
- Accurate cash handling and attention to detail.
- Comfort working with banking products, account processes, and documentation.
- Ability to handle sensitive information with professionalism and compliance awareness.