Financial Services Representative II

Requirements

• Attention to detail, including verbal and written instructions.
• Maintains confidentiality.
• Effective use of tact and diplomacy as it relates to clients and co-workers.
• Working knowledge and use of a personal computer, Microsoft programs, and strong 10-key skills.
• Ability to read and comprehend simple instructions, short correspondence and memos.
• Ability to write simple correspondence.
• Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to compute rate and percent and to draw and interpret bar graphs.
• Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
• Ability to deal with problems involving a few concrete variables in standardized situations.
• Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables.
• Delivers complete and accurate work and displays pride and professionalism in work.
• Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training.
• Takes personal initiative and is a positive example for other to emulate.
• Adept at conversing with client about their needs and is able to originate all types of personal loans.

Benefits

• Paid Time Off (PTO)
• Paid federal holidays
• Child Care Assistance Program
• Wellness Program