Financial Center Service Representative

About the role

Financial Center Service Representative (FCSR) is responsible for processing a variety of financial transactions including check cashing, withdrawals, deposits and loan payments. This position manages and balances a cash drawer and prepares daily paperwork according to branch procedures. The FCSR engages clients during their transaction to identify customer needs and refers them to the platform for fulfillment, providing an extraordinary customer experience by executing Spencer’s customer service behaviors with every client interaction. They also assist the Assistant Financial Center Manager with teller line and end-of-day proof functions.

Responsibilities

• Operates a teller window to process all types of banking transactions including deposits, withdrawals, payments, buy/sell cash, and cashier’s checks.
• Provides a consistent extraordinary client experience by executing Spencer’s customer service behaviors.
• Researches and resolves all transaction errors that occur and engages management support when needed.
• Executes the internal sales process by engaging the customer in conversation during transactions to identify needs and refers them to the platform.
• Operates within the confines of the bank’s compliance and operational policy and procedures.
• Completes all necessary paperwork such as CTRs, SARs, etc., accurately and in a timely manner.
• Assists Assistant Financial Center Manager with end-of-day branch proof tasks including ATM and Vault.
• Participates in internal and external branch events as well as local community events.
• Provides access to safe deposit boxes.
• Opens and/or closes branch with management.
• Performs other duties as required.

Requirements

• High school diploma or GED.
• 6 months - 2 years in a retail sales/service environment preferred.
• Must be able to work a flexible hourly schedule as requested.
• May be asked to travel and work at other branches in the network.

Benefits

• Holidays
• Vacation
• Health/Dental
• Vision Service Plan
• Short Term Disability
• Long Term Disability
• Life Insurance
• Flexible Spending Accounts
• 401k Savings Plan
• Tuition Reimbursement
• Employee Assistance Program
• Free Employee Checking Account