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Financial Services Associate
2 weeks ago
Job Title: Universal Banker
We are seeking a dedicated Universal Banker who is enthusiastic about assisting clients and delivering outstanding service. This role is ideal for individuals with experience in finance or customer engagement.
Working Hours: 8am-5pm, with rotating Saturdays until noon. Flexibility for early mornings or late evenings may be necessary.
Position Overview:
- Evaluate client requirements and suggest suitable financial solutions.
- Facilitate the opening of new accounts and ensure efficient transaction processing.
- Promote a sales-oriented environment to achieve branch objectives.
Key Responsibilities:
- Market and provide deposit and loan offerings to clients.
- Ensure compliance with policies during account creation and loan processing.
- Handle deposits, cash checks, and manage various banking operations.
Required Skills and Qualifications:
- Familiarity with banking products and services.
- Comprehension of banking regulations and procedures.
- Ability to engage professionally with clients and colleagues.
Education and Experience:
Completion of high school or equivalent professional experience.
A minimum of six months in a teller role or a background in customer service is preferred.
Experience in sales is advantageous.
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