Financial Service Representative

First National Bank Texas
8d

About The Position

Provide prompt, efficient and friendly service to all customers Explore customer financial needs to recommend services and products Conduct business development visits to promote the bank s services and products Assist customers with banking/financial needs Remain knowledgeable about products, fees, policies and current offers to assist customers with product suggestions Cash handling and adherence to proper balancing procedures Accountable for the achievement of monthly targets as assigned Operate the cash vault according to established policy and procedures Balance the ATM and coin machine Assist customers through the commercial teller window Regular and predictable attendance and punctuality Other duties as assigned

Requirements

  • At least 18 years of age
  • High school diploma or equivalent
  • Ability to communicate clearly and professionally in both Spanish and English
  • 3-6 Months experience working in a customer service environment preferred
  • 3-6 Months experience handling and balancing large sums of money preferred
  • 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 background investigation according to company policy
  • Must be able to get along with co-workers and work effectively in a team environment

Nice To Haves

  • 3-6 Months experience working in a customer service environment preferred
  • 3-6 Months experience handling and balancing large sums of money preferred

Responsibilities

  • Provide prompt, efficient and friendly service to all customers
  • Explore customer financial needs to recommend services and products
  • Conduct business development visits to promote the bank s services and products
  • Assist customers with banking/financial needs
  • Remain knowledgeable about products, fees, policies and current offers to assist customers with product suggestions
  • Cash handling and adherence to proper balancing procedures
  • Accountable for the achievement of monthly targets as assigned
  • Operate the cash vault according to established policy and procedures
  • Balance the ATM and coin machine
  • Assist customers through the commercial teller window
  • Regular and predictable attendance and punctuality
  • Other duties as assigned
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