Financial Services Associate
2 weeks ago
We are looking for dedicated, service-driven professionals to join our team as Full-Time Personal Bankers. In this role, you will engage in essential branch operations and customer service activities while directing clients to the relevant departments for additional services offered by Ulster Savings Bank and its affiliates. You will also ensure a secure working environment by following the established security measures of Ulster Savings Bank.
Key Responsibilities
- Authenticate customer identities to facilitate retail and commercial transactions, including deposits and withdrawals.
- Assist with all aspects of safe deposit box management.
- Process savings bond redemptions for both existing and new clients.
- Issue debit and gift cards upon customer request.
- Open various types of personal and business accounts, including checking, savings, safe deposit boxes, and IRAs.
- Promote banking products:
- Engage with clients to discuss both traditional and innovative banking solutions.
- Continuously refer clients to other departments and subsidiaries of Ulster Savings Bank.
- Stay informed about all products and services offered by the Bank and its affiliates.
- Handle all aspects of Certificate of Deposit transactions, including redemptions, pay-outs, transfers, and renewals.
- Accurately count and balance cash and coin on a daily basis.
- Verify signatures and amounts on various banking documents, including checks and deposit slips.
- Prepare tickets, proof sheets, and receipts for record-keeping.
- Assist clients with inquiries and resolve issues.
- Occasionally travel to other branches as required.
- Perform any additional tasks as assigned by management.
- At least 1 year of experience in cash handling.
- Strong verbal and written communication abilities.
- Exceptional customer service and technical skills.
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