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Financial Services Representative - New Accounts

Company: SaviBank
Location: Bellingham
Posted on: May 31, 2021

Job Description:


This position providesexceptionalcustomer service to existing customers and prospects. The FinancialServicesRepresentative(FSR) will openalldepositaccounts,develop relationships andcrosssell banking services utilizing a needs based-approach. The position will make joint customerandprospectcalls with the branch manager, lenderand/ormanagementasneeded. The FSR will processtransactionsandrespond to customer inquiries in a courteousand friendly manner. The position will serve as a backup to the Customer Service Representativesand may provide back-up to the Customer Service Manager.

Essential Duties and Responsibilities:

Present,cross-selland open depositaccountsand other financialproducts and services. Establishand maintain strong and ongoing relationships with allcustomers. Interview new account customers and perform other functions such as setting up records, verifying references, and holding uncollectedfunds. Meet with Customer Service Manager and/orBranchManager on a consistentbasis to discuss new customers,prospects and follow-up plans. Develop and maintainanin-depthknowledge of currentBank products and services. Maintain confidentialitywhen handling customerrequestsand transactions. Ensure compliance with applicable regulatory requirements andinternal policies andprocedures. Provide timely and accurate resolutions to account-relatedissues. Back-upbranch operations duties andfunctions. Receivechecksandcash for deposit, verify amounts and endorsements, enter all necessary information in data processing systems, issue receipts, cash checks utilizing appropriateverification standards and balance in anaccurateandcomplete manner. Place holds on accountsasrequiredandcompleteappropriate documentation for holds placed. Answer a variety of customer inquiries and maintain a working knowledge of bank services. Comply with Bankpoliciesandprocedures,aswellasapplicable state andfederal banking regulations.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

Keywords: SaviBank, Bellingham , Financial Services Representative - New Accounts, Other , Bellingham, Washington

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