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Financial Services Representative
Financial Services RepresentativeInBank • Pueblo, CO, US
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Financial Services Representative

Financial Services Representative

InBank • Pueblo, CO, US
3 days ago
Job type
  • Full-time
Job description

Universal Banker

  • Location 730 Desert Flower Blvd, Pueblo, CO, 81001, United States
  • Base Pay $17.50 - $19.50 / Hour
  • Job Category Retail Banking
  • Employee Type FT Non-Exempt
  • Required Degree High school
  • Manage Others No
  • Minimum Experience 1 Year

Description

SUMMARY OF JOB :

Accurately complete financial transactions for customers, which includes opening accounts, handling teller transactions, informing customers of other products and services, and solving customer questions and concerns. Build relationships with customers based on trust and recommend financial solutions based on their needs. Ensure excellent customer experience through onboarding, ongoing service, referrals. Responsible for business development and existing client growth goals.

ESSENTIAL JOB RESPONSIBILITES :

  • Assist clients with day to day customer service requests including more complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs for both depository and lending clients.
  • Perform transfers, loan payments, and wire transactions.
  • Open consumer new accounts with supporting products and services including online banking, mobile banking, and debit cards.
  • Open business accounts and support Treasury Management products and services implementation.
  • Inform customers about all banking products and services; identify and cross-sell referral opportunities to broaden the customers banking relationship.
  • Assist the teller line as a back-up teller, and accurately assist customers with processing transactions.
  • Meet / exceed sales and referral goals and meet / exceed individual and branch targets.
  • Maintain current knowledge and follow all bank financial and security regulations and procedures.
  • Other duties as assigned.
  • SPECIFIC DUTIES AND RESPONSIBILITIES :

    Customer Service : Strong emphasis on excellent customer service skills; ability to work effectively with both internal and external contacts.

    Financial : Familiarity with financial terms and practices; mathematical calculations.

    Administrative Duties : Not Applicable

    Autonomy : Discretion for recognizing and minimizing risk to the bank.

    Employees Supervised : Not Applicable

    Budget Responsibility : Not Applicable

    Requirements

    Education :

  • High School Diploma or Equivalent
  • Work Experience :

  • 1+ years experience in sales, teller, new accounts, or loan processing
  • Supervisory Experience :

  • Not Applicable
  • Licenses / Accreditations :

  • None required
  • Computer Skills :

  • Proficient with Microsoft Office Suite
  • Other Requirements :

  • Detail-oriented; decision-making capabilities.
  • Must be able to use fingers, hands, and wrists for repetitive tasks such as typing, using a mouse, handling paper, currency or coin, and operating a telephone.
  • Must be able to open vault doors or lift / transfer items typical in an office environment.
  • Working knowledge of standard banking products, services, and transactions, including deposit products and credit / debit cards.
  • Preferred Skills / Experience :

  • Prior teller / sales experience.
  • Strong attention to detail and accuracy; professional and courteous communication skills.
  • Ability to cross-sell and / or refer bank products based on customers needs.
  • Strong oral, written customer service skills.
  • Compensation details : 17.5-19.5 Hourly Wage

    PI30ac37d7df88-31181-38910361

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    Financial Representative • Pueblo, CO, US

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