Financial Services Representative

About This Role

This role involves opening new commercial and consumer deposit accounts, handling teller transactions, and providing customer service. You will deliver positive client experiences through a personalized service approach, both in person and over the phone, while identifying financial needs and promoting the bank's products.

Responsibilities

• Open commercial and consumer deposit accounts for new and existing clients accurately, efficiently, and in compliance with policies and procedures
• Accurately perform teller transactions and other service activities while proactively identifying opportunities and making financial product and service recommendations
• Actively engage with existing and prospective clients to create a positive experience consistent with the organization's values and culture
• Deepen relationships through expert knowledge of the bank's products and services
• Ensure accuracy and completion of all transactions and client service requests
• Build meaningful relationships by participating in branch promotions and community events, as assigned
• Work effectively in a team environment across all organizational levels
• Maintain a strong knowledge of policies and procedures
• Perform other related duties as assigned

Requirements

• Strong commercial and consumer new accounts opening and documentation skills
• 3 to 5 years previous new accounts experience
• Previous experience as a teller in a commercial bank
• Strong in-person and phone customer service skills
• Excellent verbal and written communication skills
• Excellent organizational skills and attention to detail
• Knowledge of various bank systems, products, policies, and procedures
• Passion for helping people and the drive to build relationships
• Ability to effectively ask open-ended questions, problem solve, and provide solutions
• High School diploma, associate degree or higher preferred
• 3 to 5 years of previous experience in a commercial bank working with new accounts and performing teller transactions

Nice to have:

• Previous experience with Fiserv banking core system

Benefits

• Health insurance
• Paid time off
• Vision insurance
• 401(k)
• 401(k) matching
• Dental insurance

Physical Demands

• Occasionally lift and/or move up to 25 pounds
• Regularly sit; talk; hear; and use hands to finger, handle or feel
• Occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl