Financial Services Representative 1
About The Position
City National Bank is a multi-award-winning and highly successful financial institution committed to delivering exceptional service to our customers—and that commitment extends across every role in our organization. We’re looking for talented individuals who share our dedication to excellence and understand the vital role customer service plays in everything we do. At City, we understand that our employees are our greatest asset. That’s why we offer an inclusive and supportive work environment where you can thrive both personally and professionally. This role provides excellent customer service, ensuring that all customer needs are met. It manages lobby traffic and helps to reduce customer wait times. It serves as the primary contact for resolving routine and complex problems on customer accounts. The role demonstrates proficiency in handling a variety of tasks and responsibilities including the performance of the essential functions of a CSR as well as the ability to respond to the sales and service needs of bank customers. The amount of time spent performing each function varies based on the personnel and traffic of each branch location. The primary focus is meeting the immediate needs of bank customers, while also looking for opportunities to enhance and expand relationships.
Requirements
- High school diploma or equivalent
- Demonstrated sales and service skills
- Ability to multi-task, organize, and prioritize to ensure excellent customer service
- Displays professional dress and demeanor
- Personal computer proficiency
- Must be compliant with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes review of the candidate’s financial responsibility, character, and general fitness prior to placement in the role. Within 30 days of employment, employee must comply with NMLS registration and corresponding background check requirements
Nice To Haves
- Cash handling experience preferred
- 1-2 years of retail banking experience preferred
Responsibilities
- Consistently executes City’s phone, platform and CSR service standards to provide excellent customer service
- Displays a positive and professional attitude at all times
- Actively promotes and sells the bank’s products and services to prospective and existing customers by using City’s customer conversation model to uncover customer needs
- Accurately processes routine banking transactions and service and maintenance requests including, but not limited to, check cashing, deposits, withdrawals, account transfers, loan payments and debit card disputes
- Maintains and balances a working cash supply
- Assists customers with routine maintenance and complex service issues; sees through to complete resolution
- Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed
- Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals
- Develops and maintains customer relationships; actively seeks referral resources from existing customers
- Refers customers to other departments and business partners appropriately
- Maintains an up to date knowledge of bank products and services
- Maintains general knowledge of the competitive environment
- Completes all training within predetermined time limits
- Adheres to all bank regulatory, audit, and compliance policies and procedures
Benefits
- paid time off
- paid parental leave
- medical, dental & vision coverage
- 401(k) match
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
