Financial representative Jobs in Irving, TX

Job Description

Job Description

Position Title : Financial Service Representative Floater

Department : Retail Operations

Branch Location : North Texas

Position Summary :

Established in March of 2008, Third Coast Bank is a community-owned bank seeking sound growth and dedicated to increasing long term shareholder value by promoting excellence in performance. Our personalized banking services are geared to fulfill the financial objectives of our consumers and commercial patrons. The spirit of community ownership is the centerpiece of our bank's future success. Also, our bank's success depends upon our ability to attract and retain people committed to teamwork, continuous improvement, and exemplary customer service.

Third Coast Bank is an equal opportunity employer and does not discriminate against applicants or employees based on race, color, gender, age, religion, national origin, genetic information or disability.

The position of Financial Service Representative (FSR) Floater is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank’s products and services. Opening and servicing new and existing bank customers’ accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer to process customer transaction requests. Establish and maintain customer records to adhere to all banking regulations. This position requires travel to provide coverage to assigned branch locations as requested.

The Financial Service Representative must help ensure compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.

Essential Functions :

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

New Accounts

• Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank.
• Responsible for maintaining current knowledge of bank products and services offered.
• Open new accounts and service existing accounts for personal and commercial customers.
• Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
• Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.)
• Update customer files, signature cards, resolutions, etc. for bank records.
• Screen personal account holders via ChexSystems.
• Screen commercial accounts via FIS eAccess / ChexSystems online
• Process ATM / Debit Card and check order requests.
• Establish and reset online banking access through NetTeller.
• Cross-sell bank products and services to new and existing bank customers.
• Open, close and service certificate of deposits for personal and commercial customers
• Process Individual Retirement Accounts (IRA) opening, closing, and transfer request.
• Establish and update new account files.
• Maintain daily rate sheet.
• Serve as a Notary for bank customers as well as bank personnel
• (if approved by bank Cashier).

Teller Line

Safe Deposit Box : (if applicable at your assigned branch location)

Maintain current job knowledge of bank products and services.

Practice quality teamwork to ensure the success of the bank as well as your assigned banking center.

Answer telephones, answer questions and direct callers to proper Bank personnel.

Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.

Performs all other duties as assigned.

Job Type :

This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8 : 00am to 5 : 00pm.

Travel :

Travel from branch to branch is expected for this position as requested

Work Environment :

This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.

Physical Demands :

This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.

Mental Demands :

The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.

Education and Experience :

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and / or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.