Senior Financial Services Representative
About The Position
As a Sr Financial Services Representative (Sr FSR), you'll play a vital role in our mission. Your responsibilities will include: Embodying SmartBank's Core Values and Core Purpose. Follow and embrace the SmartBank Way Serve as the primary point of contact for our clients, providing exceptional service, and directing inquiries to the appropriate channels. Engage in daily Lobby Management tasks, including warmly greeting clients, offering hospitality, making introductions, and ensuring refreshments are available. Accurately receives deposits and payments for all types of SmartBank accounts, verifies cash and negotiability of checks and issues receipts, giving credit for funds according to Bank policies. Provides clients with account information. Cashes checks and accepts withdrawal requests in accordance with Bank policies, referring questionable transactions to supervisor for approval. Provides special services as needed; including, redeeming US Savings Bonds, issuing Official Checks, coin deposits and coin orders. Processes payments for SmartBank credit cards, local utilities, and other services. Ensures that payment information is transmitted to appropriate agencies by daily cut-off.
Requirements
- High School Diploma or equivalent.
- Prior experience in cash handling.
- Exceptional customer service skills.
- Six months of banking experience which includes new account opening experience, completion of Cash Vault custodian duties, and completion of ATM custodian duties.
- Ability to apply general accounting knowledge (debits, credit, balancing) to processes.
- Ability to cross-sell banking products and services.
- Ability to apply knowledge and sound judgment in decision-making using established guidelines.
- Cash handling experience.
- Thorough knowledge of various Teller Drawer equipment (PODs, Recyclers, traditional cash drawers, etc.).
- Proficient level of computer competency including Microsoft Windows (Word, Excel, Outlook), typing and ten-key proficient.
- Strong math skills.
- Strong written and oral communication skills.
- Detail oriented and ability to function in a team environment.
- Demonstrates ability to maintain a positive attitude.
- High level of integrity.
- Able to maintain regular and predictable attendance.
- Willing to accept new ideas and methods and be agreeable to change.
Responsibilities
- Embodying SmartBank's Core Values and Core Purpose.
- Follow and embrace the SmartBank Way
- Serve as the primary point of contact for our clients, providing exceptional service, and directing inquiries to the appropriate channels.
- Engage in daily Lobby Management tasks, including warmly greeting clients, offering hospitality, making introductions, and ensuring refreshments are available.
- Accurately receives deposits and payments for all types of SmartBank accounts, verifies cash and negotiability of checks and issues receipts, giving credit for funds according to Bank policies.
- Provides clients with account information.
- Cashes checks and accepts withdrawal requests in accordance with Bank policies, referring questionable transactions to supervisor for approval.
- Provides special services as needed; including, redeeming US Savings Bonds, issuing Official Checks, coin deposits and coin orders.
- Processes payments for SmartBank credit cards, local utilities, and other services.
- Ensures that payment information is transmitted to appropriate agencies by daily cut-off.
Benefits
- medical insurance
- dental insurance
- vision insurance
- life insurance
- disability insurance
- 401(k) plan with a 4% employer match
- generous paid time off (PTO)
- SmartFlex Days
- 11 Paid Company Holidays
- paid community involvement
- company apparel
- tuition reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
