Financial Center Service Associate

IBTX Independent Bankalmost 2 years ago
United States
On-site
Full-time
Junior Level (1-3 years)

Job Description

Position Overview

We are looking for talented, hardworking, and detail-oriented individuals for our Financial Center Service Associate position. At Independent Financial, you will have an opportunity to make a difference in the community by helping our clients and providing quality service. If you want to become a part of a growing company and collaborative culture, we would love to talk to you.

Key Responsibilities

  • Open new accounts including but not limited to checking, savings, CD's, IRAs, and Business accounts
  • Process maintenance, operations, and correspondence services for new and existing accounts
  • Offer excellent service and build strong rapport with customers to develop and maintain strong relationships and trust
  • Actively participate in meeting financial center sales goals by participating in workplace banking events, cross-selling applicable financial products and services to meet customers' needs, and referring customers to other lines of bank business to expand existing relationships
  • Perform duties of Financial Center Teller, to include balancing cash drawer daily, assisting with balancing vault and ATM, and providing various account services to customers
  • Position requires lifting, carrying, or moving heavy items. Must be able to lift up to 25 lbs. May be required to sit or stand for long periods of time.

Required Qualifications

  • High school diploma or equivalent education certificate (GED)
  • Minimum of 6 months of experience in a sales and service environment involving cash handling and face-to-face customer service interaction.
  • Minimum of 6 months of new accounts experience (with a bank) required
  • Strong organizational, interpersonal, communication, and customer relation skills

Benefits & Perks

  • Competitive starting pay rate of at least $19.50/hour
  • Full time employees are eligible for medical, dental and vision insurance effective on the first of the month following date of hire
  • Eligible for 401k, with a company match. Also eligible for competitive Paid Time Off (PTO)

Required Skills

Organizational Skills
Customer Service
Sales
Account Opening
Cash Handling
Communication Skills