Financial Center Service Representative

BASIC FUNCTION

The Financial Center Service Representative (FCSR) processes various financial transactions including check cashing, withdrawals, deposits, and loan payments. This role involves managing and balancing a cash drawer, preparing daily paperwork, engaging clients during transactions, and assisting the Assistant Financial Center Manager with teller line and end-of-day proof functions.

MAJOR RESPONSIBILITIES

• Processes all types of banking transactions including deposits, withdrawals, payments, buy/sell cash, and cashier’s checks from a teller window.
• Resolves transaction errors and engages management support when needed.
• Engages customers in conversation during transactions to identify needs and refers them to the platform for fulfillment.
• Completes necessary paperwork such as CTRs, SARs, and others accurately and in a timely manner.
• Assists the Assistant Financial Center Manager with end-of-day branch proof tasks including ATM and Vault operations.
• Participates in internal and external branch events and local community events.
• Presents a professional image and provides access to safe deposit boxes.
• Opens and/or closes the branch with management as needed.

JOB REQUIREMENTS

• Education: High school diploma or GED
• Experience: 6 months - 2 years in a retail sales/service environment preferred
• 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