Financial Services Representative 1

Summary Description

Provides excellent customer service, ensures all customer needs are met, manages lobby traffic, helps reduce customer wait times, and resolves routine and complex problems on customer accounts.

Primary Functions

• Executes City's phone, platform, and CSR service standards to provide excellent customer service
• Displays a positive and professional attitude at all times
• Actively promotes and sells the bank's products and services to prospective and existing customers
• Accurately processes routine banking transactions and service and maintenance requests
• Maintains and balances a working cash supply
• Assists customers with routine maintenance and complex service issues; sees through to complete resolution
• Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department, and closes retail loans as needed
• Maintains an up to date knowledge of bank products and services
• Maintains general knowledge of the competitive environment
• Completes all training within predetermined time limits
• Adheres to all bank regulatory, audit, and compliance policies and procedures

Position Requirements

• High school diploma or equivalent
• Demonstrated sales and service skills
• Ability to multi-task, organize, and prioritize to ensure excellent customer service
• Displays professional dress and demeanor
• Personal computer proficiency
• Cash handling experience preferred
• 1-2 years of retail banking experience preferred
• Must be compliant with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z

Skills/Expertise

• Excellent customer service and sales skills
• Excellent oral communication and listening skills
• Knowledge of (or the ability to learn) the bank's operating systems, policies and procedures

Work Schedule

Monday through Friday, some Saturdays

Company Information

City National Bank is an Equal Opportunity Employer.