Senior Financial Services Specialist
5 hours ago
Job Summary:
This role is responsible for performing all transactions associated with both the Teller Line and Platform, with a focus on 100% client satisfaction while maintaining operational soundness and achieving market, branch, and personal goals.
Key Responsibilities:
- Receive and verify customer deposits, cash checks, and pay out money after verification of signatures and customer balances.
- Enter customer transactions into the computer system to record transactions and issue computer-generated receipts.
- Place holds on accounts as necessary and balance currency, coin, and checks in the cash drawer at the end of each shift.
- Explain, promote, and sell Bank products and services, such as accounts, loans, and cashier's checks, to meet or exceed assigned goals.
- Perform outbound calls and set appointments for Market Leader and/or Sales & Service Officer to contribute to meeting branch sales goals.
- Cross-train on the products and operational processes associated with the Platform and assist clients with related activities.
- Open and process all types of accounts, products, and services for customers after consulting with them on their specific needs.
- Achieve individual referral goals for cross-selling of all credit, non-credit, and fee income goals.
- Maintain knowledge of current products, policies, procedures, and regulations related to the position.
- Adhere to all current policies, procedures, and regulations related to the position.
Requirements:
- High School Diploma or GED required.
- Minimum of 2-3 years of cash handling experience, preferably as a Teller.
- Excellent customer service, sales, risk management, and cash operations experience preferred.
- Must be fully trained in both Teller and Platform functions.
Benefits:
This role offers a sign-on bonus of $1,000 to be paid after six months of continuous service.
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