The Senior 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.
Requirements
- 2 years in new accounts required
- 4 year in Branch Banking Operations is required
- Solid understanding of Treasury Management including wire procedures and policies is required
- Solid 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 take on some operational responsibility
- Relied on for ability to ask questions and listen to client cues, assess needs, and match products with client needs
- Responsive; establishes and maintains relationships internally and externally by understanding needs; may mentor others in the branch
- Polished communication style; can articulate credibly, with confidence and influence as primary point of contact for any client questions especially regarding new accounts or new products
- Takes initiative to learn and grow; stays current on all new products with ability to answer questions and act with minimum information
- Knows what action to take and able to problem solve with minimal direction and is effective across multiple concurrent tasks
- Accountable for handling appropriate level of risk and making decisions appropriate to level
- High School diploma or equivalent required
Benefits
- Financial Security: 401k plan with company match and immediate vesting
- Health & Well-Being: 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)
- Building & Supporting Your Family: Adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family
- Paid Time Away: Paid vacation days, holidays, and volunteer time off
- Career Growth Opportunities: Tuition reimbursement, annual mentorship program, leadership development resources, access to LinkedIn Learning, and more
