Financial Center Service Associate

4 days ago


Katy, Texas, United States Independent Financial Services Full time

About the Role:

We are seeking a talented and detail-oriented Financial Center Service Associate to join our team at Independent Financial Services. As a key member of our financial center team, you will have the opportunity to make a positive impact on our customers' lives by providing exceptional service and support.

Key Responsibilities:

  • Open new accounts, including checking, savings, CDs, IRAs, and business accounts, to help our customers achieve their financial goals.
  • Process maintenance, operations, and correspondence services for new and existing accounts, ensuring seamless customer experiences.
  • Build strong relationships with customers by offering excellent service, actively listening to their needs, and providing tailored solutions.
  • Participate in meeting financial center sales goals by engaging in workplace banking events, cross-selling applicable financial products and services, and referring customers to other lines of business.
  • 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, carry, or move heavy items, and must be able to lift up to 25 pounds.
  • May need to sit or stand for long periods of time.

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.

What We Offer:

  • 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 100% match of the first 6% of your contribution.


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