Financial Services Representative

Avidia Bank

Equal Employment Opportunity / M / F / disability / protected veteran status

Description : Overview :

Proactively explores customer needs and recommends solutions to expand and retain retail and business relationships. Performs a wide variety of transactions to service customers in conformance with established Bank policies and procedures. Contributes to the fulfillment of branch and company goals and objectives.

Primary Responsibilities :

Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers :

• Provide efficient, effective and courteous customer service while performing a variety of transactions including processing deposits, withdrawals, payments, cashing checks, processing credit card cash advances, etc.
• Assist customers with account inquiries, changes, and updates, including address changes, debit card replacements, and online banking support.
• Educate customers on available banking products and services, identifying opportunities to deepen relationships by making referrals and sales in line with established targets.
• Open new business and consumer checking, savings, and other deposit accounts while ensuring compliance with bank policies and regulatory requirements.
• Aid customers in applying for credit cards, auto loans, and other lending products by explaining credit terms, interest rates, and repayment options, conduct basic loan pre-qualifications as necessary.
• Assist in daily balancing of the branch and ATMs and oversee balancing procedures. Balance cash at the end of the day and participate in the branch settlement.
• Ensure that transactions are processed, and the proper documentation is completed in compliance with applicable laws and regulations.
• Represent the Bank in the communities it serves by participating in civic / community organizations to assist in brand awareness and supporting the Banks mission of being a dedicated and responsible corporate citizen.

Other Responsibilities :

Perform related and unrelated duties as may be required.

Requirements :

Avidia Bank is an Equal Opportunity Employer / Veterans / Disabled

Member FDIC / DIF

PM21

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