Financial Services Representative I

Requirements

• Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions.
• Performs Teller duties including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately.
• Opens and maintain a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer credit cards, and more.
• Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions; identifies referral opportunities to other lines of business, including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management.
• Builds client relationships through outbound and proactive measures including First 15.

Benefits

• Generous Paid Time Off (PTO)
• Student debt employer repayment program
• 401(k) retirement plan with a 6% match
• Medical
• Dental
• Vision
• Short-term and long-term disability benefits
• Life insurance
• Flexible spending accounts
• Health savings account
• Employee assistance program