Customer Account Advisor
2 weeks ago
Position Overview:
The Financial Services Representative role at INTRUST Bank focuses on delivering outstanding customer experiences, executing transactions with precision, and providing expert advice on a range of banking products and services.
Key Responsibilities:
- Deliver exceptional customer service and ensure quality standards align with INTRUST's Character Qualities.
- Offer friendly, accurate, and professional interactions with customers.
- Assess customers' financial needs and suggest appropriate products and services.
- Manage the opening and servicing of customer accounts, ensuring comprehensive financial support.
- Recognize opportunities for referrals to various banking departments to meet customers' financial goals.
- Adhere to bank operational and security protocols while safeguarding customer confidentiality.
- Accurately and efficiently process transactions in accordance with bank policies.
Qualifications:
A High School diploma or equivalent is required; some college education is preferred. Experience in customer service or sales is advantageous.
Essential Skills:
Proven consultative and customer service abilities, along with strong organizational skills. Effective communication and proficiency in Microsoft Office and web-based applications are necessary.
Licenses and Certifications:
Registration in the Nationwide Mortgage Lending System is required or must meet the qualifications for registration.
Physical Requirements:
This role may require prolonged periods of computer use, as well as sitting, standing, walking, and occasional lifting of up to 50 lbs., along with the ability to stoop and bend.
Work Environment:
Standard office setting.
This job description provides an overview of the primary responsibilities associated with the Financial Services Representative position at INTRUST Bank. Additional duties may be assigned as necessary. INTRUST Financial Corporation and its subsidiaries are dedicated to ensuring equal employment opportunities for all qualified candidates without discrimination.
Please be aware that this job description is intended for informational purposes and may be adjusted based on specific role requirements.
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