Financial Services Representative

2 weeks ago


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

ROLE:

As a Floating Financial Services Representative, you will embody the values of QNB Bank by delivering exceptional service and professionalism. Your primary responsibility will be to facilitate various financial transactions efficiently while ensuring compliance with all regulatory standards. You will also have the opportunity to promote and cross-sell banking products, making referrals to relevant departments as necessary. This role requires flexibility, as you will travel to different branches to support staff as needed.


KEY RESPONSIBILITIES:


  1. Exemplify QNB's Service and Sales initiatives with enthusiasm, ensuring that both performance goals and quality benchmarks are consistently met.
  2. Establish and nurture customer relationships by providing courteous, confidential, and professional service while processing transactions.
  3. Promote deposit and loan products, referring clients to the appropriate personnel or departments when necessary.
  4. Execute financial transactions accurately, maintaining balanced cash drawers and/or Teller Cash Recyclers (TCR) at the end of each day.
  5. Demonstrate proficiency in all aspects of the Financial Services Representative role.
  6. Engage effectively with customers, extending beyond mere instructions to foster meaningful interactions.
  7. Possess comprehensive knowledge of QNB products and actively support service and sales initiatives, including referral and product campaigns.
  8. Complete all required compliance training promptly and apply this knowledge to your daily responsibilities.
  9. Participate in community engagement through local volunteer and charitable activities.
  10. Maintain availability during all branch operating hours, including weekends and holidays.
  11. Take on additional job-related responsibilities as assigned, including the ability to work at various branch locations.

QUALIFICATIONS:

  1. Ability to stand for extended periods, potentially throughout the entire workday.
  2. Strong interpersonal skills to positively represent the bank in interactions with both internal and external clients.
  3. Completion of necessary training and product knowledge within the first six months of employment.
  4. Capability to lift and handle coin bags weighing between 25-50 pounds.
  5. Effective communication skills that align with QNB's sales strategies, including the ability to identify and meet customer needs.
  6. Basic proficiency in reading, writing, and arithmetic; high school diploma, vocational training, or equivalent is required.
  7. Adhere to QNB's operational and security compliance, following government regulations and established procedures.
  8. Successfully complete Banking Fundamentals within the first 18 months of employment, achieving a grade of C or higher.
  9. Meet annual re-certification requirements for Financial Services Representatives.
  10. This position may require compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations, with ongoing employment contingent upon meeting all such requirements.


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