Overview
We are seeking a dynamic and detail-oriented <PERSON> to join our team in a vital customer-facing role within the financial services sector. This position offers an exciting opportunity to engage directly with clients, providing exceptional service while managing a variety of banking and financial transactions. The ideal candidate will thrive in a fast-paced environment, demonstrating strong relationship management skills and a thorough understanding of banking products, regulations, and compliance standards. Your energetic approach will help foster trust and loyalty among our valued customers, ensuring their financial needs are met with professionalism and enthusiasm.
Duties
- Build and maintain positive relationships with customers by understanding their financial goals and offering tailored banking solutions.
- Process loan applications, including origination, documentation, and approval procedures, ensuring accuracy and compliance with industry regulations.
- Conduct customer relationship management activities to upsell banking products and services that align with client needs.
- Detect and prevent fraud by monitoring transactions for suspicious activity, adhering to financial compliance protocols.
- Handle cash transactions accurately, including cash drawer management, cash handling, and processing deposits or withdrawals using banking software.
- Utilize Microsoft Office tools for record keeping, reporting, and communication purposes to ensure seamless workflow.
- Stay informed about industry knowledge of financial regulations and banking product expertise to provide accurate guidance to clients.
Qualifications
- Proven experience in customer service within the banking or financial services industry.
- Strong knowledge of banking software systems, financial software, and cash management procedures.
- Excellent relationship management skills with the ability to upsell products effectively while maintaining trust.
- Basic math skills including retail math, cashiering, debits & credits, and 10 key typing proficiency.
- Familiarity with industry knowledge of financial compliance, financial regulations, and banking regulatory standards.
- Ability to process cash transactions accurately while handling cash drawer responsibilities efficiently.
- Technical proficiency in Microsoft Office applications and banking software platforms.
Join us in delivering exceptional financial services that empower our customers’ success! We value energetic professionals who are eager to grow their careers in a vibrant environment committed to excellence in banking operations and customer satisfaction.
Pay: From $22.99 per hour
Benefits:
- AD&D insurance
- Disability insurance
- Employee discount
- Employee stock ownership plan
- Life insurance
- Opportunities for advancement
- Paid orientation
- Paid sick time
- Paid time off
- Paid training
- Professional development assistance
- Retirement plan
- Vision insurance
- Wellness program
Work Location: In person
