Financial Services Representative
1 week ago
Position Overview:
The Financial Services Representative role at INTRUST Bank focuses on delivering outstanding customer experiences, efficiently handling transactions, and providing expert advice on a range of banking products and services.
Key Responsibilities:
- Deliver exceptional customer satisfaction and service excellence in accordance with INTRUST's Character Qualities.
- Offer friendly, precise, knowledgeable, and professional interactions with customers.
- Assess customers' financial needs and suggest appropriate products and services.
- Facilitate the opening and management of customer accounts, ensuring comprehensive financial support.
- Recognize opportunities for referrals to various banking departments to meet customers' financial objectives.
- Adhere to bank operational and security protocols while safeguarding customer confidentiality.
- Execute teller transactions with accuracy and efficiency, following established bank policies and procedures.
Qualifications:
A High School diploma or equivalent is required; preference is given to candidates with some college education or higher. Previous experience in customer service or sales is advantageous.
Essential Skills and Competencies:
Proven consultative, customer service, and organizational abilities. Strong communication skills and proficiency in Microsoft Office and web-based applications are essential.
Licenses and Certifications:
Must be registered in the Nationwide Mortgage Lending System or meet the qualifications for registration.
Physical Requirements:
This role may require extended periods of computer use, sitting, standing, walking, occasional lifting of up to 50 lbs., and the ability to stoop and bend.
Work Environment:
Standard office setting.
This job description outlines the primary responsibilities of the Financial Services Representative position at INTRUST Bank. Employees may also be assigned additional tasks as necessary. INTRUST Financial Corporation and its subsidiaries are dedicated to providing equal employment opportunities to all qualified individuals without discrimination.
Please note that this job description is for informational purposes and may be subject to modifications based on specific role requirements.
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