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Financial Services Representative

2 months ago

Grand Junction, Colorado, United States OakStar Bank Full time


POSITION OVERVIEW

The Financial Services Representative plays a vital role in managing new account transactions, guiding clients in their choice of various banking products and services, and promoting the offerings of OakStar Bank. This position is essential for opening, maintaining, and closing diverse account types while ensuring compliance with all relevant banking regulations and internal policies.

KEY RESPONSIBILITIES
  • Assist both individual and business clients in selecting suitable accounts and financial products, utilizing effective sales techniques to identify cross-selling opportunities.
  • Conduct teller transactions efficiently using cash handling technology for both lobby and drive-thru customers.
  • Engage with clients to gather necessary information, verify identification, and assess the need for reference checks.
  • Make informed decisions regarding the establishment of new accounts, ensuring all documentation is accurately completed and initial deposits are processed.
  • Utilize computer systems to manage account activities, resolve discrepancies, and provide timely support.
  • Represent OakStar Bank at community events to enhance the bank's reputation and foster business growth.
  • Deliver exceptional customer service by addressing inquiries, rectifying errors, and resolving issues effectively.
  • Issue official checks and manage safe deposit box operations, including account openings and customer assistance.
  • Process stop payment requests and manage account hold orders as needed.
  • Handle various banking operations, including credit reports, wire transfers, and order processing for checks and deposit slips.
  • Compile data for reports and manage follow-up communications.
  • Answer incoming calls and direct them to the appropriate personnel within the bank.
  • Manage lines of credit and debit card applications, ensuring all records are maintained accurately.
  • Oversee the processing of statements and interest payments for various accounts.
  • Assist in daily vault operations, including balancing currency and coin.
  • Provide training and support to less experienced branch staff.
  • Prepare routine correspondence and maintain organized documentation.
  • Ensure compliance with all safety and health regulations while performing job duties.
QUALIFICATIONS

The following specifications outline the essential experience and skills required for successful performance in this role.
  • A high school diploma or GED, along with a minimum of 1 year of relevant experience in the banking sector or equivalent education and training.
  • Basic understanding of branch operations, banking terminology, and products/services for retail and commercial clients.
  • Familiarity with state and federal banking regulations and internal operational policies.
  • Proficient in using computer systems, including word processing and spreadsheet software.
  • Strong mathematical skills for managing financial transactions and account balancing.
  • Excellent communication skills, both verbal and written, with the ability to follow instructions and engage effectively with clients and colleagues.
  • Strong organizational skills and the ability to manage time efficiently.
  • Ability to work independently with minimal supervision.
  • A valid driver's license and appropriate vehicle insurance may be required for job-related travel.