Financial Services Associate I

Job Description

Job Description

Description:

GENERAL DESCRIPTION:

Will process customer transactions in a timely, accurate manner, adhering to established Bank regulations, policies and procedures. Will assist customers on the phone and in person. .

KEY ACCOUNTABILITIES:

• Candidate must be self-motivated with the ability to offer our banking products and services to prospects
• Candidate will possess the ability to develop strong customer relationships.
• Must be organized, detail-oriented and accurate; possess good oral communications skills and grammar; be professional in appearance, pleasant, courteous, and a good listener.
• Be able to initiate the HPG sales process when asked about accounts

Skills/education/experience required:

• Must have the ability to work a flexible work schedule.
• Must have a satisfactory record of work performance and adherence to all Bank Policies and Procedures.
• This position will float to all banking centers as needed.
• Post high school education/one year in banking or related field preferred.