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Financial Services Representative

2 months ago

Colorado Springs, Colorado, United States Inbank Full time
Job Summary

We are seeking a highly skilled and motivated Financial Services Representative to join our team at InBank. As a Financial Services Representative, you will be responsible for providing exceptional customer service, building relationships with clients, and promoting financial solutions to meet their needs.

Key Responsibilities
  • Assist clients with day-to-day customer service requests, including complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs.
  • Perform transfers, loan payments, and wire transactions.
  • Open consumer new accounts with supporting products and services, including online banking, mobile banking, and debit cards.
  • Open business accounts and support Treasury Management products and services implementation.
  • Inform customers about all banking products and services, identify and cross-sell referral opportunities to broaden the customer's banking relationship.
  • Assist the teller line as a back-up teller and accurately assist customers with processing transactions.
  • Meet/exceed sales and referral goals and meet/exceed individual and branch targets.
  • Maintain current knowledge and follow all bank financial and security regulations and procedures.
Requirements
  • High School Diploma or Equivalent
  • 1+ years experience in sales, teller, new accounts, or loan processing
  • Proficient with Microsoft Office Suite
  • Detail-oriented; decision-making capabilities
  • Ability to use fingers, hands, and wrists for repetitive tasks
Preferred Skills/Experience
  • Prior teller/sales experience
  • Strong attention to detail and accuracy
  • Professional and courteous communication skills
  • Ability to cross-sell and/or refer bank products based on customers' needs
Benefits
  • Targeted hiring range based on experience: $18-20 hourly
  • Annual bonus based on Company Bonus Plan/Individual Performance
  • Medical, Dental, Vision insurance
  • Disability insurance
  • Employee assistance program
  • Flexible spending account
  • Health savings account
  • Life insurance
  • Paid Time Off: Vacation and sick leave, as well as paid Bank Holidays
  • 401(k): Company match begins with the first contribution and follows the company vesting schedule