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Financial Services Representative
2 months ago
Position Overview:
The Financial Services Representative will play a vital role in delivering outstanding customer service within a dual-function capacity. This position is focused on ensuring a superior in-branch experience by addressing a wide range of customer needs, including transaction processing, sales, and service. By employing a consultative selling approach, the Financial Services Representative will offer tailored solutions that align with customer preferences and banking habits. Furthermore, this role will involve making referrals to other departments to fulfill the comprehensive financial requirements of customers. Collaboration with the banking team is essential to achieve branch objectives and enhance overall profitability.
Key Responsibilities:
A. Transaction and Sales Duties:
1. The Financial Services Representative is tasked with promoting and selling a variety of financial products and services to both individual and small business clients, including but not limited to:
a. Checking and Savings Accounts
b. Certificates of Deposit
c. Individual Retirement Accounts (IRAs)
d. Health Savings Accounts
e. Deposit-only business relationships without lending needs
2. Regularly operates a teller window to meet the demands of the banking center.
3. Delivers exceptional customer service while identifying sales opportunities, articulating and promoting bank offerings, and actively engaging in the referral program to meet established goals.
4. Utilizes effective sales techniques such as active listening, adapting to customer differences, recognizing needs, and nurturing customer relationships.
5. Follows up with potential and existing customers to introduce new products and services or express gratitude for their business.
6. Monitors key customer relationships to foster business growth and enhance service quality, aiming to increase the number of services utilized per customer for improved profitability and retention.
7. Maintains confidentiality regarding customer and bank information.
8. Adheres to security protocols to mitigate risks for both the bank and its customers.
9. Addresses and resolves customer complaints effectively.
10. Keeps a comprehensive understanding of retail products and services, along with a general knowledge of non-retail offerings (e.g., mortgages, insurance, wealth management).
11. Collaborates with the banking team to meet customer service and sales targets, actively participating in branch sales initiatives.
B. Operational Duties:
1. Responsible for all teller operations on a daily basis.
2. Maintains an acceptable Cash Over and Short account in accordance with bank policy.
3. Prepares necessary reports and logs related to currency transactions.
4. Must be vigilant and comply with all regulatory requirements, including the Bank Secrecy Act/Anti-Money Laundering standards, Privacy of Customer Information Policy, and relevant consumer protection laws.
5. Responsible for opening and closing the banking center in line with security policies.
Qualifications:
1. High School Diploma or GED required; Bachelor's Degree preferred.
2. 1-3 years of experience in sales and customer service.
3. Previous experience in a teller or cash handling role is preferred but not mandatory.
4. Proven track record of delivering high-quality customer service.
5. Strong attention to detail.
6. Experience working collaboratively in a team environment.
7. Ability to accurately count and balance cash.
8. Proficient in reading and interpreting policy and procedure documents.
9. Demonstrated ability to manage multiple tasks and prioritize effectively.
10. Familiarity with MS Office, Windows, and ten-key calculators.
11. Must meet the requirements set forth by the Federal Deposit Insurance Act Sec. 19.
