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Financial Services Representative

2 months ago

Woburn, Massachusetts, United States Northern Bank Full time
Job Description

Northern Bank is seeking a highly skilled and motivated Financial Services Representative to join our team. As a key member of our banking team, you will be responsible for providing exceptional customer service and sales support to our clients.

Key Responsibilities:

  • Handle customer sales and service inquiries, including new account openings, safe deposit access, and problem resolution.
  • Present customers with banking solutions to meet their needs, while ensuring every transaction is completed in accordance with bank policy and regulatory requirements.
  • Process customer transactions in an efficient, accurate, and friendly manner.
  • Open new accounts and access customer accounts to process online and offline transactions and corrections.
  • Accurately balance cash drawers daily.
  • Perform day-to-day branch operations, including ATM balancing, clearing cash items, and adding or removing holds.
  • Utilize needs-based sales/service techniques to elicit the needs of customers and match those needs to the Bank's available products and services.
  • Consistently meet or exceed sales goals.
  • Provide assistance to other branch employees and assist in training new employees.
  • Account maintenance, including foreign and domestic wires, stop payments, address changes, and account title changes.

Requirements:

  • 2 years of Teller Manager or CSR experience preferred.
  • Excellent communication, sales, and customer service skills.
  • Basic math skills and the ability to multitask.
  • Strong computer skills, including Word, Excel, and teller and platform bank systems.
  • Strong customer focus.
  • High School Degree. Associate degree or higher preferred.
  • Flexible Schedule. Occasional late nights and Saturdays.