Financial Services Representative

1 week ago


Colorado Springs, Colorado, United States Adams Bank and Trust Full time
Job Description

We are seeking a highly motivated and customer-focused individual to fill the role of Financial Services Representative at Adams Bank and Trust.


This position combines the responsibilities of a teller and personal banking professional, including building strong relationships with customers, cross-selling bank products and services, and opening and closing various deposit accounts. Flexibility to travel between our regional locations is a must.


Qualified candidates will possess:

  • Cash handling experience
  • Strong customer service and communication skills
  • Interpersonal expertise
  • The ability to multitask and be detail-oriented
  • Prior sales experience is preferred

A college degree can be substituted for experience, and we will provide training to the right individual. A professional appearance is required.


Key Responsibilities:

Primary Accountabilities:

  • Functions as a trained teller, receiving and processing transactions accurately and timely
  • Follows bank procedures when performing transactions on the teller machine and other required equipment
  • Verifies and balances assigned cash drawer daily with minimal cash variances
  • Assists in reconciling errors or discrepancies for self and other tellers
  • Assists in forecasting cash demand for the location

Additional Responsibilities:

  • Opens and closes various time and demand deposit accounts, including certificates of deposit, NOW accounts, regular checking accounts, and savings accounts
  • Ensures all applicable regulations, disclosures, policies, and procedures are observed
  • Cross-sells bank products and services through needs identification and maximizes profitable relationships
  • Utilizes sales tools to proactively call existing customers to expand relationships in accordance with the bank's core values and customer needs
  • Performs basic loan administration requirements as needed


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