Financial Services Representative I

Delivers personalized customer service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions. Responsible for maintaining client relationships and performing Teller duties, including financial transactions and opening and maintaining various products.

Requirements

• Attention to detail, including verbal and written instructions
• Maintains confidentiality
• Effective use of tact and diplomacy as it relates to clients and co-workers
• Working knowledge and use of a personal computer, Microsoft programs and strong 10-key skills
• Ability to read and comprehend simple instructions, short correspondence, and memos
• Ability to write simple correspondence
• Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
• Ability to compute rate and percent and to draw and interpret bar graphs
• Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions
• Ability to deal with problems involving a few concrete variables in standardized situations
• Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables
• Delivers complete and accurate work and displays pride and professionalism in work
• Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies, and procedures for assigned job function and apply to designated job responsibilities

Benefits

• Generous Paid Time Off (PTO)
• Child Care Assistance Program
• Exercise reimbursement program