Financial Services Representative
3 days ago
**Job Summary:**
KellyMitchell Group is seeking a highly skilled Financial Services Representative to join our team. As a Personal Banker, you will be responsible for executing and submitting client account servicing requests in a timely manner.
Duties and Responsibilities:
- Client Account Servicing: Handle paying and receiving activities, including cash transactions and daily balancing activities.
- Policy Adherence: Fully understand and adhere to all financial institution policies and procedures as documented on the company intranet.
- Cash Handling: Balance cash drawers, including cash vaults, electronic cash registers, and coin vaults, according to established procedures.
- Request Execution: Develop a strong understanding of required steps involved with each request, communicating with relationship management and customer service teams as necessary to obtain necessary information to properly execute the requested activity.
- Compliance and Risk Management: Maintain a strong understanding of policies and procedures and address the requirements of each activity in a timely fashion and in strict adherence with financial institution and company risk management and compliance guidelines and procedures, promptly escalating any issues and/or concerns to management.
Desired Skills and Experience:
- 1+ years of experience in the banking industry.
- Basic fundamentals of debits, credits, and check cashing.
- Fluent in English and Spanish.
- Knowledge of federal regulations, banking guidelines, banking operations, products, and services, acquired through related work experience is preferred.
- Strong client service skills, problem-solving, and organizational skills are required to identify, research, and/or resolve requests.
- Ability to think critically and to work well independently and as part of a team.
- Strong verbal and written communication skills.
Benefits:
- Medical, Dental, and Vision Insurance Plans.
- 401K offered.
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