The Financial Services Officer is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Financial Services Officer is responsive to the needs of both internal and external customers by maintaining a thorough knowledge of and introducing Bank services and products that may be of interest to them.
Requirements
- 1 year in new accounts preferred
- 2 years in Branch Banking Operations is required
- High School Diploma or equivalent is required
- Basic understanding of Treasury Management including wire procedures and policies is required
- Basic understanding of all key branch systems; basic end-user knowledge of Word and Excel is required
- Detailed and accurate with ability to organize and prioritize is required
- Ability to match products with client needs.
- Responsive; establishes and maintains relationships internally and externally by understanding needs; may mentor others in the branch is required
- Can articulate with confidence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required.
- Takes initiative to learn and grow; stays current on all new products with ability to answer questions or escalate appropriately when needed.
- Takes appropriate action under guidance to actively problem solve and follow-up across multiple concurrent tasks.
- Accountable for handling appropriate level of risk and making decisions appropriate to level is required.
Benefits
- Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA)
- Paid vacation days, holidays, and volunteer time off
- Tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more
- 401k plan with company match and immediate vesting
- Paid parental leave and family support solutions including care options for your family
- Adoption, surrogacy, and fertility assistance
