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Financial Services Representative

2 months ago

Algona, Iowa, United States Iowa State Bank Full time
Position Overview

The **Financial Services Representative** plays a crucial role in managing a variety of complex financial transactions. The key responsibilities include:

  • Processing all customer account transactions and loan payments efficiently.
  • Managing the opening, maintenance, and closure of various deposit and investment accounts.
  • Conducting comprehensive consumer credit application processes, from initial evaluation to final decision-making.
Qualifications

A two-year degree in finance, business, or a related discipline is preferred, although relevant experience may be considered in lieu of formal education. Previous experience in banking or customer service is advantageous.

Essential skills for this role include:

  • Capability to handle multiple responsibilities in a dynamic work environment.
  • Strong analytical skills to assess problems, identify viable solutions, and make informed decisions.
  • Exceptional customer relationship management abilities.
  • Outstanding organizational skills.
  • Proficient written and verbal communication skills.
  • Robust mathematical and analytical competencies.
  • Ability to work collaboratively with colleagues and management in a professional setting.