Financial Services Representative

2 weeks ago

Boca Raton, Florida, United States Inbank Full time

POSITION SUMMARY:

The role involves executing precise financial transactions for clients, which encompasses account openings, managing teller operations, educating clients about additional products and services, and addressing customer inquiries and issues. Establish trust-based relationships with clients and propose financial solutions tailored to their requirements. Ensure a superior customer experience through effective onboarding, continuous service, and referrals. Accountable for business development and achieving growth objectives for existing clients.

KEY RESPONSIBILITIES:

  1. Support clients with daily service requests, including complex inquiries related to new accounts and ongoing relationship management for both deposit and loan clients.
  2. Facilitate transfers, loan payments, and wire transactions.
  3. Open new consumer accounts along with associated products and services, such as online banking, mobile banking, and debit cards.
  4. Establish business accounts and assist in the implementation of Treasury Management products and services.
  5. Educate clients about all banking products and services; identify and cross-sell opportunities to enhance the customer's banking experience.
  6. Act as a backup teller, accurately assisting clients with transaction processing.
  7. Achieve or surpass sales and referral targets, contributing to both individual and branch goals.
  8. Maintain up-to-date knowledge of all bank financial and security regulations and procedures.
  9. Perform other duties as assigned.

QUALIFICATIONS:

Education: High School Diploma or Equivalent

Experience: Minimum of 1 year in sales, teller operations, new account openings, or loan processing

Supervisory Experience: Not applicable

Licenses/Certifications: None required

Technical Skills: Proficient in Microsoft Office Suite; 10-Key by touch preferred

Additional Requirements: Detail-oriented with strong decision-making skills. Ability to perform repetitive tasks such as typing, using a mouse, handling documents, and operating a telephone. Capability to open vault doors or lift/transfer items typical in an office setting. Familiarity with standard banking products, services, and transactions, including deposit accounts and credit/debit cards.

PREFERRED SKILLS/EXPERIENCE: Previous experience in teller or sales roles. Strong attention to detail and accuracy; professional and courteous communication abilities. Competence in cross-selling and/or referring banking products based on customer needs. Excellent oral and written customer service skills.

CUSTOMER SERVICE: Emphasis on outstanding customer service skills; ability to effectively collaborate with both internal and external stakeholders.

FINANCIAL ACUMEN: Understanding of financial terminology and practices; proficiency in mathematical calculations.

ADMINISTRATIVE DUTIES: Not applicable

AUTONOMY: Authority to identify and mitigate risks to the bank.

SUPERVISORY RESPONSIBILITIES: Not applicable

BUDGET RESPONSIBILITY: Not applicable

InBank is an Equal Opportunity Employer dedicated to fostering a diverse workforce. We promote a work environment where colleagues are respected and empowered to reach their full potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other characteristic protected by applicable federal, state, or local laws.



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