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Financial Services Representative II

2 months ago


Cherokee, Oklahoma, United States Gateway First Bank Full time


Seize the chance to advance your career in banking with Gateway First Bank. We are currently on the lookout for a Banking Associate II Float. Candidates should possess a minimum of 2 years of experience in banking, customer service, or retail.

This position will primarily operate from a designated location but will also involve travel to various banking centers as needed for coverage. Additional compensation will be provided for float duties. Bilingual skills are advantageous but not mandatory.

JOB SUMMARY:


The Banking Associate II Float is tasked with consistently presenting an outstanding first impression to all customers and visitors as the main point of contact.

This role focuses on cultivating strong customer relationships by identifying their needs and managing transactions with a high level of accuracy and expertise in all Gateway First Bank's deposit and lending offerings.

ESSENTIAL FUNCTIONS (RESPONSIBILITIES):

  • Responds to staffing requirements by providing services at any branch as necessary.
  • Delivers exceptional customer service, ensuring each interaction leaves a positive impression.
  • Welcomes customers and fosters a customer-centric atmosphere.
  • Establishes and nurtures relationships with clients to identify suitable financial products and services.
  • Aids customers in selecting financial services, including online banking, BillPay, e-statements, and mobile deposit options.
  • Efficiently processes customer transactions in a dynamic environment.
  • Balances and reconciles cash drawers in conjunction with transaction verification.
  • Addresses and resolves customer inquiries and issues both in-branch and via phone.
  • Ensures adherence to all bank policies, state and federal regulations, and internal security protocols.
  • Remains vigilant regarding potential suspicious activities and reports any incidents to the appropriate department.
  • Performs additional duties as assigned.

REQUIRED QUALIFICATIONS:

  • Comprehensive knowledge of banking products and services.
  • Familiarity with retail banking policies and procedures.
  • Self-driven with excellent interpersonal abilities.
  • Strong verbal and written communication skills.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook).
  • Ability to maintain a friendly and assertive demeanor in a fast-paced setting.

Gateway Values:
Growth-Oriented, Impactful, Proactive, Team-Oriented, Pragmatic.

EQUIVALENT EDUCATION/EXPERIENCE:
  • High school diploma or equivalent.
  • 2-4 years of experience in banking.
  • Preference for candidates with sales and operational experience.

SPECIAL JOB DIMENSIONS:
Flexibility to work additional hours as needed is essential. Attendance and punctuality are critical to this role. Must handle sensitive or confidential information with care.

NOTE:

The essential functions and qualifications outlined in this document provide a general overview of the position. They are not exhaustive and may be subject to change based on management directives.