Financial Services Specialist – Sundance Square Location
Reports to: Lobby Services Manager • Department: Lobby Services • Location: Sundance Square, Downtown Fort Worth
About the role
Has extensive knowledge of deposit accounts such as Commercial and Consumer Checking, Savings, Money Market, CDs, IRAs, HSAs, Safe Deposit Boxes, and Treasury Management products. Performs a broad variety of financial services including opening and closing accounts, assisting clients with account inquiries, account maintenance (name changes, address updates, product changes), and supporting the teller line as needed. Presents and explains bank products and services to customers, resolves requests and questions promptly and professionally, and ensures compliance with regulations, bank policies, and safety and security procedures.
Responsibilities
- Open and close deposit accounts (checking, savings, money market, CDs, IRAs, HSAs)
- Assist customers with account inquiries and maintenance (name changes, address updates, product changes)
- Support the teller line as needed
- Present and explain bank products and services to meet customer financial needs
- Resolve customer requests and questions promptly, courteously, and professionally
- Ensure compliance with regulations, bank policies, and safety and security procedures
- Perform other tasks as assigned by management
Requirements
- High school education or equivalent
- Personal Banker experience, including teller experience
- Expertise in computer skills, including thorough understanding of bank technology systems
- Working knowledge of Microsoft software products
- Strong organizational and interpersonal skills
- Ability to balance multiple ongoing projects and customer relationships simultaneously
- Strong oral and written communication skills for building relationships with internal and external customers
- Problem-solving abilities
- Willingness to travel to other locations based on staffing needs
Contacts
- Frequent external contact with customers (in person and over the phone)
- Frequent internal contact with all bank personnel
Decision-making
Handles day-to-day customer service issues.