Floating Financial Services Representative

Bank of Greene County•Town of Colonie, NY

just now•Onsite

About The Position

A Floating Financial Services Representative (FSR) is the primary front-line representative responsible for creating a welcoming environment for customers by providing account and service origination and maintenance to new and existing customers in person and customer inquiries by phone. This role performs both platform and teller line duties and provides coverage and support to various branches within the region.

Requirements

High School diploma or equivalent
2 years cash handling experience
Strong interpersonal, communication and computer skills
Strong ability to conduct relationships with customers that will enhance the overall marketing effort of the bank
Detailed oriented, strong organizational skills and high degree of accuracy
Familiar with retail banking regulations and responsibilities relating to each
Valid driver's license and ability to travel

Nice To Haves

College degree preferred
Prior banking experience preferred

Responsibilities

Assist Branch Manager and Assistant Branch Manager with daily supervision and support of teller line activity, when necessary.
Service customers by opening new accounts, performing account maintenance, taking loan applications and commercial loan referrals.
Possess strong knowledge of banking products both personal and business, to effectively assist customers’ needs in opening accounts and required documentation.
Perform overrides and teller duties as needed.
Assist with daily branch/vault/ATM proof, cash shipments, night depository proof and check imaging processing.
Research and resolve customer issues, acting as the customer liaison between other bank departments when necessary.
Maximize selling and referral opportunities both on platform and teller line. Includes Loyalty enrollment, qualified Investment and Commercial loan 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.
Contribute to the fulfillment of the branch to meet the bank’s objectives and goals.
Participate in training programs to maintain and acquire additional knowledge and skills.
Assist Branch Manager and Assistant Branch Manager with the review and maintenance of internal control logs and daily and monthly reports.
Adhere to branch safety and security practices and procedures.
Complete training to successfully obtain MLO # through Nationwide Mortgage Licensing System & Registry.
Acquire New York State Notary.