Financial Services Representative
1 week ago
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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