Financial Services Representative

Serve as a front-line banking associate by opening consumer and commercial accounts, processing teller transactions, assisting with loan applications, and responding to customer inquiries in person and by phone. Maintain cash controls, resolve client issues, and support branch operations while following banking policies and regulations.

Responsibilities

• Open commercial and consumer accounts, onboard new clients, and recommend banking products based on customer needs.
• Process teller transactions and maintain and balance cash drawers, ATMs, vaults, coin and cash, and general ledger accounts.
• Assist with consumer loan applications and closings where applicable.
• Respond to lobby and phone inquiries, research and resolve client problems, and follow up to confirm resolution.
• Build and maintain client relationships while contributing to team and branch goals.
• Assist with branch opening and closing and comply with policies, audit guidelines, security procedures, and regulations.

Required Skills

• Bank account opening
• Teller transactions
• Cash drawer balancing
• ATM and vault balancing
• Consumer loan application processing
• Bank product knowledge
• Banking regulations
• Bank Secrecy Act compliance
• Microsoft Word and Excel
• Google Suite, IBS, and Salesforce