Customer Financial Services Advisor

2 weeks ago


Quakertown, Pennsylvania, United States QNB Bank Full time
Job Overview

PRIMARY RESPONSIBILITIES:

  1. Exemplifies Q2 Service and Sales initiatives with enthusiasm and creativity, ensuring that objectives are met and quality benchmarks are surpassed. Demonstrates initiative and serves as a role model for peers.
  2. Establishes strong customer connections by ensuring QNB is represented in a professional, courteous, and confidential manner, delivering prompt and accurate service through consultative and cross-selling techniques.
  3. Promotes and sells deposit and loan offerings, directing clients to the appropriate personnel or departments as needed.
  4. Accurately performs financial transactions, ensuring the cash drawer and/or Teller Cash Recycler (TCR) is balanced at the end of each business day.
  5. Exhibits proficiency in all responsibilities associated with the Financial Services Representative role.
  6. Possesses the ability to engage with others beyond simple instructions.
  7. Demonstrates comprehensive knowledge of QNB products and actively supports QNB Service and Sales initiatives, referral programs, and product campaigns.
  8. Completes mandatory compliance training promptly and shows the capability to apply this training effectively in daily responsibilities.
  9. Engages with the community through participation in local volunteer and charitable activities.
  10. Availability is required during all branch operating hours, including weekends and holidays.
  11. Willingness to undertake additional job-related tasks as assigned, including the flexibility to work at any branch location.

ESSENTIAL QUALIFICATIONS:

  1. Regularly required to stand for extended periods, potentially all day.
  2. Possesses interpersonal skills that positively represent the Bank when interacting with both internal and external clients.
  3. Completion of required training and product knowledge within the first six months of employment is essential.
  4. Ability to lift and manage coin bags weighing between 25-50 pounds.
  5. Communication skills that align with QNB's sales objectives, including the ability to identify and meet customers' current and future needs.
  6. Basic reading, writing, and arithmetic skills are necessary; completion of high school, vocational training, or equivalent is required.
  7. Adherence to QNB compliance in operations and security, following government regulations, QNB policies, and established procedures.
  8. Successful completion of Banking Fundamentals courses within the first 18 months of employment, achieving a grade of C or higher.
  9. Annual re-certification requirements for the Financial Services Representative position must be fulfilled.
  10. This role may require compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations. Continued employment is contingent upon meeting all such requirements, including satisfactory background investigation results.


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