Financial Services Representative
4 weeks ago
We are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Peoples Security Bank & Trust Company.
Key Responsibilities- Process various customer transactions efficiently, accurately, and compliantly.
- Balance cash drawers, night deposits, and balances, and serve as a backup for vault-related and ancillary operational duties.
- Provide exemplary customer service, fielding questions concerning deposit accounts and loan activity, fees, and other related matters.
- Refer clients and prospects to the appropriate partner to meet their needs for deposits, loans, cash management, merchant, or wealth management services.
- A high school diploma or equivalent is required; an Associate's degree or General Banking Diploma is preferred.
- Training in customer service, polite and effective communication practices, and relationship building is necessary.
- Must demonstrate ability to communicate across various channels and possess a sound knowledge of branch transactional tasks and operations.
- A minimum of 1-2 years' experience in a related position is normally required.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms.
At times, the employee may be required to stoop, kneel, bend, crouch, and lift up to 50 pounds.
This position requires regular use of a computer.
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