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Financial Services Representative

Financial Services Representative

Avidia BankFramingham, MA, US
1 day ago
Job type
  • Full-time
Job description

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 consumer checking, savings, and other deposit accounts while ensuring compliance with bank policies and regulatory requirements.
  • 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 :

  • High School diploma or equivalent.
  • Minimum of one year experience in a cash handling, customer service, administrative, or related role.
  • Previous banking experience strongly preferred.
  • Strong customer service, communication, problem solving and organizational skills.
  • Must be comfortable demonstrating basic math skills and have familiarity of U.S. currency.
  • Understanding of basic social media concepts and willingness to incorporate into retail banking culture.
  • Previous experience with MS Office applications and the ability to adapt to new software systems.
  • Schedule will include extended and / or weekend hours.
  • Spanish or Portuguese bilingual preferred
  • Avidia Bank is an Equal Opportunity Employer / Veterans / Disabled

    Member FDIC / DIF

    PM21

    Compensation details : 20-22 Hourly Wage

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    Financial Representative • Framingham, MA, US

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