A Financial Services Representative provides complete customer service on new and existing accounts. The role requires knowledge of the Bank’s financial products and services to understand customer needs, identify appropriate solutions, and strengthen banking relationships. The position also carries responsibility for following the Bank’s BSA/AML/OFAC internal controls, including monitoring and reporting suspicious activity and obtaining documentation and filing appropriate reports for reportable transactions or suspicious activity. Duties and responsibilities may be assigned or reassigned by the Bank. This position does not directly supervise others.
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Job Type
Full-time
Education Level
High school or GED