Financial Services Representative

2 weeks ago


Pueblo, Colorado, United States Inbank Full time
POSITION SUMMARY:

Effectively execute financial transactions for clients, which encompasses account openings, processing teller transactions, educating clients about various products and services, and addressing customer inquiries and issues. Cultivate relationships with clients founded on trust and propose financial solutions tailored to their requirements. Ensure an outstanding customer experience through onboarding, continuous service, and referrals. Accountable for business development and the growth of existing client relationships.

KEY RESPONSIBILITIES:
  1. Assist clients with daily service requests, including more intricate issues and interactions concerning customer inquiries, new accounts, and ongoing relationship needs for both deposit and loan clients.
  2. Facilitate transfers, loan payments, and wire transactions.
  3. Open new consumer accounts along with supporting products and services such as online banking, mobile banking, and debit cards.
  4. Establish business accounts and assist in the implementation of Treasury Management products and services.
  5. Educate clients about all banking products and services; identify and cross-sell referral opportunities to enhance the customer's banking relationship.
  6. Support the teller line as a backup teller, accurately assisting clients with transaction processing.
  7. Achieve or surpass sales and referral objectives while meeting individual and branch targets.
  8. Maintain up-to-date knowledge and adhere to all bank financial and security regulations and procedures.
  9. Perform other duties as assigned.
QUALIFICATIONS:

Education: High School Diploma or Equivalent

Experience: Minimum of 1 year in sales, teller operations, new accounts, or loan processing

Supervisory Experience: Not applicable

Licenses/Certifications: None required

Technical Skills: Proficient in Microsoft Office Suite; 10-Key by touch is preferred

Additional Requirements: Detail-oriented with strong decision-making abilities. Must be capable of performing repetitive tasks such as typing, using a mouse, handling paper, currency, or coins, and operating a telephone. Must be able to open vault doors or lift/transfer items typical in an office setting. Familiarity with standard banking products, services, and transactions, including deposit products and credit/debit cards.

PREFERRED SKILLS/EXPERIENCE: Previous teller/sales experience. Strong attention to detail and accuracy; professional and courteous communication skills. Ability to cross-sell and/or refer banking products based on clients' needs. Excellent oral and written customer service skills.

CUSTOMER SERVICE: Strong focus on delivering exceptional customer service; ability to work effectively with both internal and external stakeholders.

FINANCIAL: Understanding of financial terminology and practices; proficiency in mathematical calculations.

ADMINISTRATIVE DUTIES: Not applicable

AUTONOMY: Discretion in recognizing and mitigating risk to the bank.

SUPERVISION: Not applicable

BUDGET RESPONSIBILITY: Not applicable

COMPENSATION AND BENEFITS:
  • Targeted hiring range based on experience: $18 - $19.50 hourly. This range is an estimate based on potential employee qualifications and other considerations permitted by law.
  • Bonus Eligibility: Annual bonus based on Company Bonus Plan/Individual Performance at the Company's discretion.
  • Benefits: Medical, Dental, Vision insurance. Disability insurance. Employee assistance program. Flexible spending account. Health savings account. Life insurance.
  • Paid Time Off: Vacation and sick leave, as well as paid Bank Holidays.
  • 401(k): Company match begins with the first contribution and follows the company vesting schedule.
  • Other: Access to career training and development opportunities, employee discounts.
InBank is an Equal Opportunity Employer committed to fostering a diverse workforce. We support a work environment where colleagues are respected and provided the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, or any other characteristic protected by applicable federal, state, or local laws.

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