Financial Services Representative

1 week ago


King of Prussia, Pennsylvania, United States Peoples Security Bank & Trust Company Full time
About the Job

We are seeking a skilled Financial Services Representative to join our team at Peoples Security Bank & Trust Company. This is an excellent opportunity for individuals who are passionate about providing exceptional customer service and building strong relationships with our clients.

Job Description

The Financial Services Representative will be responsible for delivering an outstanding experience to customers and prospects, focusing on meeting the financial needs of our community. They will counsel clients on various financial solutions, seek opportunities to expand relationships, and provide support related to branch operational activities and financial services.

  • Main Responsibilities:
  • Process various customer transactions efficiently, accurately, and compliantly.
  • Balance cash drawer, night deposits, and balances, and assist with vault-related duties.
  • Stay up-to-date on banking regulation changes to ensure compliance and protect customer and Bank assets.
  • Maintain knowledge of Bank's consumer deposit and loan product offerings and business deposit and cash management services.
  • Provide exemplary customer service, addressing questions and concerns regarding deposit accounts and loans.
  • Engage with customers in person or virtually to attract, retain, and grow relationships.
  • Assist clients with deposit account and ancillary service selections, opening them in a timely manner.
  • Counsel clients on consumer financing options, process and close consumer loans, and demonstrate technology products and services.
  • Collaborate with internal partners to connect customers to experts for specialized financial services.
  • Represent the bank at community events, tabling, and educating the public on financial literacy and our products and services.
Requirements

To be successful in this role, you will need:

  • A high school diploma or equivalent required; Associate's or Bachelor's degree or General Banking Diploma preferred.
  • Training in customer service, polite communication practices, relationship building, and management needed.
  • Demonstrate ability to communicate across channels (face-to-face, email, video conference, text/chat, social media); good interpersonal skills; strong problem-solving skills; possess a sound knowledge of branch transactional tasks and operations.
  • Be conversant in consumer and business financial products and services; solid consumer lending skills; proficient in use of technology and software; Bilingual a Plus.
  • A minimum of 4-6 years' experience in a related position normally required.
Physical Requirements

This role requires regular use of a computer, occasional travel for community events, and the ability to work branch hours, including weekends if required.

$60,000 - $80,000 per year, depending on experience.



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