As a Financial Services Representative you will represent our bank to the community and make our customers feel welcome. We are looking for people who are dependable, self-motivated and work well in a team environment. In this position, you will handle all facets of opening new accounts, and be responsive to the needs of both internal and external customers by introducing bank services/products that may be of interest to them. This position requires you to be highly organized and detail oriented, with strong multitasking, problem-solving and follow-up skills.
Incumbents in this position are typically more experienced in New Accounts who can handle the full range of retail and commercial transactions. This position may have modest approval limits, so exercising good judgment and guidance to others is critical.
• Minimum of three years of New Accounts experience
• Knowledge of Navigator, Director, Word and Excel preferred
• Excellent written and verbal skills required
• Effective customer service skills
• Detail-oriented and precise in fast-paced environment
• Experience in cross-selling services preferred