Financial Services Representative I

2 weeks ago


Zebulon, Georgia, United States United Bank Full time
Job Overview

United Bank is a distinguished financial institution with a legacy of 118 years, offering a range of services across 19 locations in Middle Georgia. We pride ourselves on delivering exceptional customer service and fostering a supportive work environment.

What We Provide:

  • Opportunities for Advancement
  • Comprehensive Benefits Package: This includes health, dental, and vision insurance, short-term and long-term disability coverage, life insurance, a 401(k) plan with employer contributions, an employee stock purchase plan (ESOP), flexible spending accounts, wellness initiatives, and generous paid time off.
  • Work-Life Balance
  • Distinctive Workplace Culture

Position Title: Financial Services Representative I

Role Summary:

The individual in this role plays a vital part in representing United Bank through various financial transactions and responsibilities. Success in this position requires effective engagement in both Teller and Customer Service Representative functions. This adaptable role involves observing office dynamics to proactively address service needs, ensuring optimal and efficient operations within the bank.

Key Responsibilities:

  • Deliver outstanding customer service that reflects our commitment to excellence.
  • Manage and balance the teller cash drawer while executing all types of teller transactions, including deposits, withdrawals, and payment processing.
  • Conduct retail and commercial transactions in accordance with established protocols, preparing them for electronic processing.
  • Utilize a consultative approach to assess customers' financial needs and guide them in maximizing the value of our offerings.
  • Provide customized solutions by establishing and nurturing a variety of deposit accounts and financial services.
  • Address product or service inquiries by identifying the root cause of issues, selecting appropriate solutions, and ensuring follow-up for resolution.
  • Identify and refer opportunities for cross-selling additional services.
  • Document and track significant customer interactions to enhance sales and service delivery.
  • Adhere to security protocols, cash management policies, and internal control procedures.
  • Protect bank assets by seeking guidance on higher-risk transactions that may pose a threat of loss or fraud.
  • Comply with all applicable Federal and State banking regulations, including the Bank Secrecy Act.
  • Foster and maintain collaborative relationships with colleagues and partners throughout the organization.
  • Perform additional duties as assigned.

Qualifications:

  • High school diploma or equivalent.
  • Preferred: At least one year of experience in service and sales.
  • Proficient in computer skills and open to adopting new technologies.
  • Strong interpersonal communication and presentation abilities, both written and verbal.
  • Excellent analytical and problem-solving skills, with a knack for innovative solutions.


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