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Customer Financial Solutions Specialist

2 months ago

Reston, Virginia, United States Guaranty Bank & Trust Full time

About Guaranty Bank & Trust

We are a financial institution dedicated to supporting our customers in achieving their financial goals and dreams. Our culture emphasizes building strong relationships with our customers and providing them with personalized financial solutions.

Job Summary

We are seeking a highly motivated and customer-focused Personal Banker to join our team. As a Personal Banker, you will play a key role in building relationships with our customers and helping them achieve their financial objectives.

Key Responsibilities

  • Customer Relationship Building
  • Work with customers to understand their financial needs and goals, and provide them with tailored financial solutions.
  • Develop and maintain strong relationships with customers to ensure their loyalty and satisfaction.
  • Financial Solutions
  • Assist customers with opening new accounts, accepting deposits, processing loan payments, and other financial transactions.
  • Help customers navigate our financial products and services to meet their needs.
  • Transaction Processing
  • Process transactions such as cashing checks, issuing money orders and cashier's checks, and balancing ATMs and cash on hand.
  • Ensure all cash and coin is secured in accordance with bank policy when not in use.
  • Regulatory Compliance
  • Comply with all federal, state, and local regulatory rules and regulations governing financial institutions.
  • Complete and pass all required regulatory compliance training as assigned.
  • Additional Responsibilities
  • Engage with customers in the lobby and on the phone to assist, educate, and train them on how to conduct transactions through self-service technologies.
  • Perform any additional duties and tasks assigned by management.

Requirements

  • Education and Experience
  • High school degree or higher preferred.
  • Minimum of six months' previous banking or customer service experience.
  • Minimum of six months' cash handling experience.
  • Skills and Qualifications
  • Displays passion, commitment, and drive to deliver an experience that improves our customers' financial lives.
  • Excellent communication skills that build customer relationships based on trust.
  • Strong critical thinking and problem-solving skills to meet our customers' needs.
  • Ability to work location hours, including some weekends and evenings.