Financial Services Representative

4 weeks ago


McKinney TX USA, United States Independent Financial Services Full time

Job Summary:

We are seeking a skilled and detail-oriented Financial Center Service Associate to join our team at Independent Financial Services. As a key member of our financial center, you will play a vital role in providing exceptional customer service and helping our clients achieve their financial goals.

Key Responsibilities:

  • Open new accounts, including checking, savings, CDs, IRAs, and business accounts, to meet customer needs.
  • Process maintenance, operations, and correspondence services for new and existing accounts.
  • Offer excellent service and build strong relationships with customers to develop trust and loyalty.
  • Participate in meeting financial center sales goals by cross-selling financial products and services, referring customers to other lines of business, and participating in workplace banking events.
  • Perform duties of a Financial Center Teller, including balancing cash drawers, assisting with vault and ATM balancing, and providing various account services to customers.
  • May be required to lift up to 25 pounds and sit or stand for long periods.

Requirements:

  • High school diploma or equivalent education certificate (GED).
  • Minimum of 6 months of experience in a sales and service environment involving cash handling and face-to-face customer service interaction.
  • Minimum of 6 months of new accounts experience (with a bank) required.
  • Strong organizational, interpersonal, communication, and customer relation skills.

Benefits:

  • Competitive starting pay rate of at least $19.50/hour.
  • Full-time employees are eligible for medical, dental, and vision insurance effective on the first of the month following date of hire.
  • Eligible for 401(k) with a company match and competitive Paid Time Off (PTO).


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