Financial Service Representative

First National Bank Texas•Fort Hood, TX

About The Position

The Financial Service Representative provides prompt, efficient, and friendly service to customers, explores their financial needs, and recommends the bank’s services and products. The role assists customers with banking and financial needs, promotes the bank through business development visits, and remains knowledgeable about products, fees, policies, and current offers. It also includes cash handling, balancing, operating the cash vault, balancing the ATM and coin machine, and assisting customers through the commercial teller window. The representative is accountable for assigned monthly targets and must maintain regular, predictable attendance and punctuality. Schedules are based on business needs and may change at any time. Other duties may be assigned.

Requirements

At least 18 years of age.
High school diploma or equivalent.
Ability to communicate clearly and professionally in both Spanish and English.
Strong desire and ability to build long-term customer relationships through passion, commitment, listening, and understanding.
Ability to work a flexible schedule, including evenings, weekends, and holidays.
Must successfully pass a background investigation according to company policy.
Ability to get along with co-workers and work effectively in a team environment.
Ability to operate a computer and other office machinery.
Ability to lift up to 50 lbs.
Ability to stand or walk for extended periods, depending on branch location.

Nice To Haves

3–6 months of experience working in a customer service environment.
3–6 months of experience handling and balancing large sums of money.

Responsibilities

Provide prompt, efficient, and friendly service to customers.
Explore customer financial needs and recommend services and products.
Conduct business development visits to promote the bank’s services and products.
Assist customers with banking and financial needs.
Stay knowledgeable about products, fees, policies, and current offers to assist customers with product suggestions.
Handle cash and follow proper balancing procedures.
Achieve assigned monthly targets.
Operate the cash vault according to established policies and procedures.
Balance the ATM and coin machine.
Assist customers through the commercial teller window.
Maintain regular and predictable attendance and punctuality.
Perform other duties as assigned.