Financial Services Representative I

To be considered for this position, please complete the online employment application for this position (Apply Now) AND complete the workplace assessment here:https://assessment.predictiveindex.com/bo/6Y0D/FinancialServicesRepresentative-Utility_May2026_222639

Job Function / Summary

The Financial Services Representative I is responsible for providing exceptional service and identifying customer needs by matching them with the appropriate bank products and services to enhance current and prospective customers’ satisfaction, loyalty, and financial well-being.

Primary Duties & Responsibilities

• Develops knowledge of customer needs through in person and telephone interactions.
• Utilizes proactive sales/service efforts coupled with the recognition of referral opportunities to deepen customer relationships.
• May function in a mentor capacity offering guidance, instruction, and training of peers enforcing policy and procedure.
• Continually safeguard the bank’s assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, and loan payments)
• Professionally, courteously and promptly greet and acknowledge all customers that walk into the office.
• Completes special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures.
• Verifies endorsements, receive proper identification, ensure validity, and identify counterfeit currency.
• Examines checks deposited and determines proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy.
• Functions primarily in an account opening or account maintenance capacity
• May function in a teller capacity, as needed.
• Any additional duties as assigned by management.