Financial Service Representative
Where
- Rochester, MI
What you'll be doing
- Greet customers and ask questions to determine their needs. Process financial transactions (cash and non-cash bank transactions, balance inquiries, cashier's checks, money orders, cash advances with credit cards, etc.) in an accurate and efficient manner in accordance with operational and regulatory guidelines. Assist with customer questions and/or issues relating to their accounts. Demonstrate strong customers service skills and the ability to resolve problems and prevent customer dissatisfaction. Meet and exceed sales and referral expectations by working with customers to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs. Ensure the customer's needs are met by partnering with the appropriate specialist (branch team, FC, and MLO) to serve the customer's banking, mortgage and investment needs. Maintain operational standards including balancing cash drawers at the end of each shift, processing CTR reports and transactions, and opening and closing procedures of the branch. May also include ATM and vault balancing, opening and closing procedures of the branch, etc..
What your background should be
- Minimum 1+ year of successful sales experience where defined sales goals and accountabilities were routinely met or exceeded preferred. Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction. Demonstrated ability to work well in a team environment. Demonstrated computer proficiency. Desire and willingness to call on prospects and existing clients for sales opportunities. Strong listening, verbal and written communication skills. Strong attention to detail and ability to multi-task. Maintain professional dress attire and demeanor.
Required Schooling / Training
- High school diploma/ GED.
Who is the client company
- Operates as the holding company a federally chartered stock savings bank.
- If you are interested in this position, send your resume to apply@kochdavis.com