Financial Services Representative

How youll be spending your time

Assisting members with day-to-day banking services such as bill payments, deposits, withdrawals and much more
Proactively identifying and responding to members needs to empower members to achieve what matters to them
Learning additional aspects of branch actions from opening accounts and wire transfers, to completing simple credit card applications  to help fill in any gaps on a day to day basis
Uncovering opportunities to refer members to Financial Advisors to further develop and strengthen relationships
Adhering to policies and procedures to ensure compliance within the industry

The way people describe you

An engaging person, who builds trust and working relationships with ease
A team player who takes pride in serving our members and creating exceptional experiences
A reliable individual that shows up for themselves and the team
A communicator, who takes a genuine interest in people and is good at listening
A detail oriented individual who is meticulous in their work and values accuracy

The experience you bring

High School Diploma
Experience in providing customer service
Experience in cash handling