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Financial Services Associate

2 months ago

Cheshire, Connecticut, United States Ion Bank Full time

Join our team at Ion Bank as a Financial Services Associate.

Job Overview

We are seeking a dedicated individual to provide outstanding customer support in various banking operations. Your role will involve assisting customers with their banking needs, ensuring a high level of service and satisfaction.

Key Responsibilities

  • Deliver exceptional customer service in all interactions
  • Contribute to achieving branch performance targets
  • Ensure smooth and efficient banking operations
  • Process transactions accurately and maintain balanced accounts

Core Duties

  • Maintain regular attendance and punctuality
  • Exhibit a professional demeanor while providing comprehensive knowledge of banking products and services
  • Engage with customers to provide tailored financial advice
  • Effectively promote and sell banking products and services
  • Direct customers to appropriate banking solutions
  • Manage account openings, maintenance, and loan inquiries
  • Stay informed about branch policies, cash handling procedures, and transaction protocols
  • Support the branch in maintaining operational efficiency and accuracy
  • Assist in resolving equipment and operational challenges
  • Implement security measures to prevent loss

Additional Responsibilities

  • Ensure adherence to banking policies and regulatory requirements
  • Assist with branch opening and closing procedures as necessary
  • Perform other duties as assigned by management

Compliance Responsibilities

  • Understand and comply with all bank policies and regulations
  • Participate in annual compliance training covering relevant regulations

Qualifications

A high school diploma is required, along with experience in retail banking. A solid understanding of banking operations and customer service is essential.

Technical Skills

Proficiency in using various banking equipment and software, including teller systems, computers, and ATMs.

Become a part of our commitment to exceptional service and growth at Ion Bank.