Financial Services Representative
Company: Carter Bank
Location: Madison Heights
Posted on: August 7, 2022
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Job Description:
POSITION TITLE:Financial Services RepresentativeFLSA
STATUS:Non-ExemptSUMMARY:Engages and connects with customers,
gathering customer information to acquire new relationships and
grow/retain existing relationships while providing exceptional
customer service to help resolve any questions or issues related to
customer accounts or bank products and services. ESSENTIAL JOB
FUNCTIONS:---Provides a complete range of customer services,
including opening new accounts, servicing existing accounts,
cashing checks, taking deposits, accepting payments, completing
withdrawals, balancing customer accounts, ordering checks,
transferring funds from one account to another, originating
specified loans, and other transactions---Engages customers,
responds appropriately to opportunities to help customers by asking
relevant questions, listening to needs, and directing to the
appropriate associate, delivering exceptional customer
experiences---Effectively identifies and submits quality referrals
to branch associates, internal partners (mortgage, community
banking, treasury services, etc.), and vendor partners (credit
card, merchant services, insurance, etc.)---Identifies
opportunities for follow-up and/or business development calls and
communicates appropriately---Assists with resolution of common or
simple customer questions and problems, escalating for assistance
if needed---Assists with monthly cash count, verifying and
distributing cash and coins as required---Actively participates in
executing the branch's strategic plan to grow core deposits and
loans, fee income---Seeks overrides and exceptions as
necessary---Review and approve overrides within authority
limits---Reviews own work to ensure accuracy---Reads all required
communication and takes appropriate action---Reviews reports on
individual and team KPIs and performance metrics---Takes
responsibility for developing new skills and behavioral
competencies. Contributes to the development action
plan---Participates in team meetings and activities---May attend
bank-sponsored events to serve citizens and community, enhancing
the visibility of the Bank---Adheres to compliance, regulatory,
security and operating policies and procedures---May be designated
as an OTJ (On The Job) CoachJOB REQUIREMENTS:---High school diploma
or equivalence required---Successful customer service and /or sales
experience---Bank teller/operations exposure is a
plusKNOWLEDGE/SKILLS REQUIRED:---Excellent customer service
skills---Excellent collaboration skills---Detailed oriented, must
be able to multi-task---Strong verbal and written communication
skills---Ability to perform effectively in a fast-paced
environment---Basic math and accounting skills are needed with
emphasis on balancing---Basic computer literacy---Knowledge of
banking products and services is a plus---Knowledge of Word and
Excel a plusPHYSICAL AND MENTAL QUALIFICATIONS:---Sitting,
standing, walking to the terminal, and occasional
stooping---Requires lifting bags and/or tray of coins and bills
periodically---May be required to work overtime
periodically---Travel between branches in the local market as
neededEqual Opportunity Employer/Protected Veterans/Individuals
with DisabilitiesThe contractor will not discharge or in any other
manner discriminate against employees or applicants because they
have inquired about, discussed, or disclosed their own pay or the
pay of another employee or applicant. However, employees who have
access to the compensation information of other employees or
applicants as a part of their essential job functions cannot
disclose the pay of other employees or applicants to individuals
who do not otherwise have access to compensation information,
unless the disclosure is (a) in response to a formal complaint or
charge, (b) in furtherance of an investigation, proceeding,
hearing, or action, including an investigation conducted by the
employer, or (c) consistent with the contractor's legal duty to
furnish information. 41 CFR 60-1.35(c)
Keywords: Carter Bank, Roanoke , Financial Services Representative, Accounting, Auditing , Madison Heights, Virginia
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