Financial Services Representative II

Bank of Greene County•Cairo, NY

just now•$21 - $22•Onsite

About The Position

The Financial Services Representative II (FSR II) is a front-line banking professional responsible for delivering exceptional customer service and supporting branch growth through both platform and teller functions. This role opens and maintains accounts, performs teller transactions, builds customer relationships through needs-based conversations, identifies sales and referral opportunities, and supports daily branch operations. The FSR II also assists with teller oversight and coaching to help ensure efficient operations, service excellence, and adherence to Bank policies and procedures.

Requirements

High School diploma or equivalent
Minimum 2 years prior banking experience required; teller and new account experience preferred
Cash handling experience required
Strong interpersonal, verbal, written, and computer skills
Strong sales, referral, and customer service skills with the ability to build and maintain customer and employee relationships
Detail oriented with strong organizational skills and a high degree of accuracy
Knowledge of retail banking regulations and responsibilities

Nice To Haves

Leadership, supervisory, training, or coaching experience preferred

Responsibilities

Assist Branch Manager and Assistant Branch Manager with daily supervision and support of teller line activity, including scheduling coordination, cash ordering, vault control, branch audit processes, workflow management, and operational efficiencies
Perform teller duties, provide supervisor overrides, and process customer transactions accurately and efficiently, including deposits, withdrawals, loan payments, and cash advances
Assist with daily branch, vault, and ATM proof; night depository processing; check imaging; pay/no pay decisions; activation of inactive or dormant accounts; and related operational controls
Open and maintain consumer and business accounts, perform account servicing and maintenance, assist with debit card, online banking, mobile banking, and digital banking solutions, and take loan applications as appropriate
Maintain strong knowledge of personal and business banking products, procedures, and systems to effectively identify customer needs and recommend appropriate solutions
Research and resolve customer issues, acting as liaison with other bank departments when necessary and escalating concerns appropriately
Maximize sales and referral opportunities on both the platform and teller line, including Loyalty enrollment and qualified referrals for mortgage, commercial, investment, and other Bank products and services
Assist Branch Manager and Assistant Branch Manager with the review and maintenance of internal control logs and daily and monthly reports
Train, onboard, and coach teller and FSR staff to reinforce service standards, operational procedures, accountability, teamwork, and stated goals and referrals
Utilize excellent customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both customers and employees
Maintain the highest level of confidentiality with all information obtained and safeguard sensitive customer information
Support compliance with internal procedures, audit standards, dual control procedures, cash limits, security protocols, and applicable banking regulations
Identify and report suspicious or potentially fraudulent activity and complete all required compliance and regulatory training within established deadlines
Participate in training programs to maintain and acquire additional knowledge and skills
Complete training to successfully obtain MLO # through Nationwide Mortgage Licensing System & Registry
Acquire New York State Notary