Financial Service Representative I

First Bank & Trust Co.Duncan, OK
Onsite

About The Position

This position is responsible for assisting customers with their financial needs. Specifically, the position of FSR I will handle all customer deposit needs, account openings and maintenance in the branch. The FSR I position will also have limited teller back-up responsibilities. This position is part of a structured, progressive career path. FSR l and FSR ll roles are developmental in nature and are not intended to be permanent positions. Employees are expected to demonstrate continuous skill development, increased independence, and successful completion of required training in order to progress to the FSR ll level within a reasonable timeframe, as determined by performance standards and business needs.

Requirements

  • Proficient computer, 10 key, and typing skills.
  • Ability to compute basic math functions as well as ratios, yields, percentages.
  • Strong verbal and written communication skills.
  • Strong interpersonal skills: able to work well with a wide range of people.
  • Strong organizational and time management skills.
  • Demonstrate dependability through good attendance and adherence to timelines and schedules.
  • Strong follow through on projects and deliverables.
  • Strong analytical and problem-solving skills.
  • Demonstrate resourcefulness and ability to take initiative in development and completion of projects.
  • Strong sense of customer service.
  • Strong proficiency in pc applications, including Windows, Excel, Microsoft Word and other Microsoft applications.

Nice To Haves

  • 1-3 Years previous banking experience or knowledge with exposure to deposit and lending areas preferred.
  • Associates or Bachelor’s degree in Accounting, Finance or other business-related area preferred.
  • Experience or education should include clerical, administrative, customer service and sales work.

Responsibilities

  • Complete Deposit Training within first 3-months of employment.
  • Greet customers entering the bank and direct customers to the appropriate area for assistance.
  • Answer calls for Loan Officers and other Financial Service Representative’s as needed. I.E. Loan Exception collection and PD management.
  • Open deposit accounts including checking, savings, CDs and IRAs, rent safe deposit boxes and provide access to safe deposit boxes.
  • Assist customers with account maintenance including printing temporary checks, accepting check orders, processing stop payments, accepting customer information (CIF) changes, transferring funds, etc.
  • Market all bank products by determining customer needs from conversations or customer relationships such as Visa Merchant, Remote Deposit, Cash Management and Trust Investments.
  • Manage instant issuance of debit cards for customers as needed.
  • Must be able to meet attendance and punctuality standards.
  • Effectively work and cooperate with supervisors, co-workers and customers.
  • Follow the direction of the supervisor.
  • Perform other duties and projects as required by management.

Benefits

  • All pay scale discussions will be had with the Regional President based on the current compiled salary information by market; Metro: Norman, Edmond – OKC, Mid-Market: Ardmore, Perkins, Stroud, Duncan, Rural: Waurika, Healdton, Lindsay, Wellston.
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