Financial Services Representative

7 days ago

Manassas Park, United States FVCB Full time
Job Summary

The primary role of the Customer Service Representative (CSR)/Teller is responsible for the delivery of bank products and services to consumers and small businesses. Position is responsible for professionally presenting bank products and services to existing and prospective customers, assist customers with banking needs, as well as maintaining compliance with State and Federal regulations and Bank policies and procedures. The floating CSR/Teller will travel to offices in the Northern Virginia area as needed to assist all branches with the daily operations of the branch.

Key Responsibilities
  • Customer Service: Provides customers with excellent service, including greeting customers by name and building a rapport with customers that generates customer loyalty.
  • Sales Assistance: Provides sales assistance to walk in customers by utilizing the fundamentals of the sales process, including working with customers to determine their financial needs and recommend appropriate products and services to meet those needs.
  • Branch Support: Supports branch in achieving its sales and customer retention goals.
  • Compliance: Ensures compliance with operational, security and audit procedures, preventing fraud and protecting customer assets.
  • Teller Transactions: Process daily monetary teller transactions, mail transactions, deposits, withdrawals, check, loan payments, etc.
  • Branch Operations: Complete all facets of branch opening and closing procedures, teller balancing functions, vault and balancing procedures under bank dual control policies and procedures, maintain branch activity logs for BSA reporting, monetary instruments and currency In/Out as well as generating CTRs as required.
Requirements
  • Education: High school diploma or GED
  • Experience: 6 months prior banking experience, specifically as a teller
  • Skills: Ability to focus on task and be detail oriented, Positive attitude, Computer skills, Strong analytical skills, Excellent written and verbal skills, Extraordinary customer service, Self-starter, Team player, Leadership skills, Strong written and verbal communication skills, Strong and effective planning and organizational skills
Desired Skills
  • Sales Experience: Prior sales experience
  • Mathematical Skills: Mathematical skills
  • Relationship Building: Strong relationship builder
Essential Functions
  • Physical Demands: Ability to sit, stand, kneel, and bend for extended periods of time
  • Computer Skills: Must be able to operate a computer keyboard, mouse, and other computer components
  • Communication: Ability to converse and exchange information with all levels of staff within the organization
  • Observation: Ability to observe, perceive, and identify data
  • Travel: Ability to travel via air, rail, automobile, and/or bus

  • Financial Services Representative

    4 days ago

    Evergreen Park, Illinois, United States Credit Union 1 Full time

    Job SummaryCredit Union 1 is a leading financial institution recognized for its commitment to providing exceptional service and support to its members. We are seeking a highly motivated and customer-focused Financial Services Representative to join our team.Key ResponsibilitiesProvide financial and account services to members in a professional and efficient...

  • Financial Services Representative

    1 day ago

    Orland Park, Illinois, United States Fidelity Investments Full time

    About Fidelity InvestmentsFidelity Investments is a leading financial services company that offers a range of investment products and services to individuals, businesses, and institutions.Job SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will be...

  • Financial Services Representative

    2 weeks ago

    Valley Park, Missouri, United States Commerce Bank Full time

    About Commerce Bank At Commerce Bank, we believe that building a career is more than just climbing the corporate ladder. It’s about empowering individuals to achieve financial stability and success, fostering business growth, and ensuring that our clients and their finances are well-managed. Our dedication extends beyond our customers; it encompasses our...

  • Customer Service Representative

    2 months ago

    Los Angeles, CA - University Park Campus, United States Financial and Business Services Full time

    Capitalizing on over 140 years of history and tradition in downtown Los Angeles, the University of Southern California (USC) has embarked on an unprecedented period of expansion. USC is now poised to take its place as the preeminent research institution of the 21st century and we are looking for skilled, motivated professionals to help forge the future of...

  • Financial Services Representative

    6 days ago

    Deer Park, Washington, United States Billy Costello - State Farm Agent Full time

    About the RoleWe are seeking a highly motivated and results-driven Account Executive to join our team at Billy Costello - State Farm Agent. As an Account Executive, you will play a critical role in marketing and selling financial products to our customers, helping them manage everyday risks and achieve their financial goals.Key ResponsibilitiesDevelop and...

  • Financial Services Representative

    6 days ago

    Orland Park, Illinois, United States Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a highly skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesClient Engagement: Build and maintain strong relationships with clients, providing personalized...

  • Financial Services Representative

    2 months ago

    Menlo Park, United States Monterra Credit Union Full time

      Do you possess a broad knowledge of financial products and services? Would you like...

  • Financial Services Representative

    4 days ago

    Hot Springs National Park, Arkansas, United States Heather Powell - State Farm Agent Full time

    Job OverviewWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Heather Powell - State Farm Agent. As a key member of our team, you will play a critical role in marketing and selling financial products that manage everyday risks.Key ResponsibilitiesCustomer Education: Use a customer-focused, needs-based review...

  • Financial Services Representative

    2 weeks ago

    Winter Park, Florida, United States Climate First Bank Full time

    Transforming Finance for a Sustainable Future Climate First Bank operates as a Florida Benefit Corporation, committed to reducing atmospheric CO2 while providing essential banking services. Founded by seasoned bank entrepreneur Ken LaRoe, we pride ourselves on being a values-driven institution dedicated to long-term sustainability. We are currently seeking a...

  • Customer Service Representative

    6 days ago

    Buena Park, California, United States Lobel Financial Corporation Full time

    Job SummaryLobel Financial Corporation is seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our front office, you will be responsible for providing exceptional service to our clients and internal stakeholders.Key Responsibilities:Answer and direct incoming calls in a professional and courteous...

  • Client Service Representative

    1 day ago

    Waite Park, Minnesota, United States Compeer Financial Full time

    About the RoleWe are seeking a highly skilled and motivated Client Service Representative to join our team at Compeer Financial. As a Client Service Representative, you will play a critical role in providing exceptional service to our clients and internal stakeholders.Key ResponsibilitiesEstablish and maintain strong relationships with internal and external...

  • Customer Service Representative

    4 days ago

    Litchfield Park, Arizona, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and customer-focused individual to join our Retail Branch organization as a Teller. As a key member of our team, you will provide exceptional customer service, accurately process high-volume customer banking transactions, and develop banking product referral opportunities through strong...

  • Financial Analyst Jr.

    4 days ago

    Manassas Park, United States LTM Full time

    About LTM INC.LTM INC. is a dynamic and growing organization that has evolved significantly since its inception in 1994. From a small company with one contract and 4 employees, we have expanded to represent a diverse range of clients across America, with a strong presence in CA, AZ, PA, VA, and NC.Our MissionWe are committed to delivering exceptional...

  • Customer Service Representative

    4 days ago

    Forest Park, Georgia, United States 1st Franklin Financial Corporation Full time

    Job Summary:1st Franklin Financial Corporation is seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional customer service, building relationships, and identifying customer needs in a timely and efficient manner.Key Responsibilities:Customer...

  • Customer Service Representative

    4 weeks ago

    Manassas Park, United States U-Haul Full time

    Location: 8537 Centreville Rd, Manassas Park, Virginia 20111 United States of America Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company’s...

  • Customer Service Representative

    2 months ago

    Rohnert Park, United States Community Choice Financial Family of Brands Full time

    Range from $10 - $20 / hour (California $15 - $23 / hour) Do you enjoy working in customer service? Are you interested in the finance industry? If so, we have the job for you! We are hiring a Customer Service Representative who can provide excellent customer service, who wants to grow with the company. We Offer Full time employment at a competitive wage and...

  • Customer Service Representative

    1 month ago

    Manassas Park, United States My Plumber Plus Full time

    We are looking for an in-office Customer Service Representative! This is an in-office position with flexible schedules to choose from. You must live within 30 miles of our Manassas, VA office. Are you the EXCEPTIONAL CSR we're searching for? Can you captivate our customers with your EMPATHETIC listening skills and effortlessly schedule service...

  • Client Service Representative

    5 days ago

    Manassas Park, United States MedVet Full time

    DescriptionMedVet is a fast-growing Emergency and Specialty provider with practices nationwide. We help our patients receive advanced medical treatments and innovations. Things like chemotherapy and radiation, cardiac ablations, treatments for glaucoma, physical rehabilitation, dermatology and so much more! We are looking for collaborative and driven people...

  • Customer Service Representative

    4 days ago

    Allison Park, Pennsylvania, United States Brandy Farrow - State Farm Agent Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Relationship Building: Establish and...

  • Client Service Representative

    3 weeks ago

    Waite Park, United States Compeer Financial Full time

    Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!Tell me more about this opportunity.Position Overview: This position supports various lending programs through professional, high-quality client service to internal and external clients. Primary responsibilities include transaction...