Financial Service Representative III

First Bank & Trust Co. • Perkins, OK

1d • Onsite

About The Position

This position is responsible for assisting customers with their financial needs. Specifically, the position of FSR III will handle all customer deposit needs, account openings and maintenance in the branch with the possibility of teller back up or support. The FSR III will handle all consumer and commercial real estate loans and processing within the branch.

Requirements

• 3-5 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.
• 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

• 3-5 Years plus experience

Responsibilities

• Complete Deposit and Basic / Loan Training within 6-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.
• 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.
• Provide customers with loan applications and assist with the application process.
• Responsible for the consumer and commercial loan application data entry into the bank’s software.
• Assist Loan Officers with loan worksheets, preliminary disclosures and loan closings, Loan Exception collections and management, PD collections.
• Handle all aspects of loan documentation and preparation of all loan types.
• Assist Loan Officers with various correspondences and other projects as needed.
• 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.
• Serve as mentor / trainer of all new FSR’s hired within the branch along with the FSR Regional Manager
• Perform other duties and projects as required by management.

Benefits

• Equal Opportunity Employer
• Commitment to providing an environment free of harassment and discrimination
• Reasonable accommodation for qualified individuals with a disability or disabled veteran

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree