Financial Services Representative

Responsibilities

• Serves customers in opening new accounts for commercial and consumer clients.
• Has knowledge of bank products to make recommendations on products and services based on customer needs.
• Contact new clients for onboarding activities.
• Affords assistance in consumer loan applications and closings in applicable markets.
• Performs all teller duties including all client transactions, maintaining and balancing a cash drawer.
• Has knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily.
• Has knowledge of all dual control procedures.
• Serves as a team member to accomplish company objectives and lobby and personal goals.
• Provides outstanding customer service for lobby and phone requests.
• Researches and resolves client problems, acting as the customer liaison between other bank departments.
• Follows up with the client to assure resolution.
• Develops and maintains long-term relationships with clients.
• Actively participates in training programs to maintain and acquire additional job knowledge and skills.
• Affords assistance in opening and closing the branch, following procedures set by corporate security.
• Complies with all department and company policies, procedures, audit guidelines, and regulations.
• Performs other miscellaneous duties as assigned.

Qualifications

• Strong math and problem solving skills.
• Excellent interpersonal and customer service skills with the ability to cross-sale products and services.
• Maintains confidentiality of client transactions and bank records.
• Team-oriented, possesses a positive attitude and works well with others.
• Strong oral and written communication skills.
• Ability to operate standard office equipment, such as computer workstations, calculators, and copiers.
• Ability to prioritize; handle multiple tasks; and work independently.
• Strong organizational skills and detail-oriented with a high degree of accuracy.
• Thorough knowledge of bank operations, products, and services offered at the bank.
• Knowledge of banking laws and regulations including the Bank Secrecy Act.