Financial Services Associate I (Part-Time)

About the role

Will process customer transactions in a timely, accurate manner, adhering to established Bank regulations, policies and procedures. Will assist customers on the phone and in person.

Responsibilities

• Process customer transactions accurately and timely while following bank regulations and procedures.
• Assist customers via phone and in‑person interactions.
• Offer banking products and services to prospects.
• Develop strong customer relationships.
• Initiate the HPG sales process when customers inquire about accounts.

Requirements

• Self‑motivated with ability to offer banking products and services.
• Organized, detail‑oriented, and accurate.
• Good oral communication skills and proper grammar.
• Professional appearance; pleasant, courteous, and a good listener.
• Ability to work a flexible schedule.
• Satisfactory record of work performance and adherence to all Bank policies and procedures.
• Willingness to float to all banking centers as needed.
• Post‑high school education; one year of banking or related field experience preferred.