Financial Services Representative
4 days ago
JD Bank is seeking a highly skilled and detail-oriented Financial Services Representative to join our team. As a Universal Banker I, you will be responsible for providing exceptional customer service and performing a variety of duties to ensure the efficient and accurate delivery of banking services.
Key Responsibilities- Customer Service: Provide existing and potential customers with efficient and accurate services, including answering questions and resolving issues related to bank products and services.
- Teller Duties: Perform basic teller duties, including processing transactions, maintaining a teller drawer, and handling customer inquiries.
- Loan Associate: Assist loan officers with tasks such as completing laser pro worksheets and inputting currency orders and shipments.
- Record Keeping: Maintain accurate and up-to-date records for vault and other banking-related activities.
- Compliance: Adhere to and support all compliance and BSA/AML rules and regulations related to this job function.
- Education: High school diploma or general education degree (GED)
- Experience: One year of teller experience in a financial institution with additional training in a business-related area.
- Skills: Business degree from a technical school and/or college preferred, general knowledge in Microsoft programs Excel, Word, and Outlook, and proficiency in operating a computer, typing/word processing, ten key number pad, printer, fax machine, and copier.
The work schedule will vary depending on location, but will consist of a 5-hour shift between the hours of 7:45 a.m. – 5:30 p.m., Monday through Friday. Schedule may require representing the company after hours at related functions, customer calls, or training. Regular attendance is required.
Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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