Financial Services Associate I

Job Description

Job Description

Description:

Start in banking. Build relationships. Discover where your career can take you.

Are you friendly, dependable, and interested in building a career where you can help people every day? Our Financial Services Associate (FSA) position is a great opportunity to gain hands-on experience in banking while developing valuable client service, relationship-building, and financial services skills.

As an FSA, you will be one of the familiar faces our clients rely on. You will help create an exceptional client experience by building relationships, assisting with everyday banking needs, and connecting clients with the right resources throughout the Bank. 

What You Will Do

• Welcome clients and create a positive first impression. 
• Process client transactions accurately and efficiently while following Bank policies and procedures.
• Build relationships with clients and become someone they know and trust.
• Listen to clients, identify their needs, and introduce Bank products and services that may be helpful to them.
• Connect clients with other banking professionals when they have additional financial needs.
• Answer questions and help resolve routine client service needs.
• Learn about the Bank's products, services, systems, and procedures.
• Maintain accuracy, confidentiality, and attention to detail in daily work.
• Contribute to a positive, supportive team environment.
• Assist at other banking centers as needed, providing an opportunity to meet additional associates and clients.

Learn, Connect & Grow

An FSA position can be more than your first job in banking. It can be the beginning of a career.

In this role, you'll have opportunities to:

• Learn the fundamentals of banking through hands-on experience and training.
• Develop customer service and relationship-building skills that can serve you throughout your career.
• Meet and network with professionals across the Bank and learn more about what they do.
• Gain exposure to different areas of banking and discover career paths you may not have considered.
• Build skills that can prepare you for future growth opportunities within the Bank.

Requirements:

Education & Experience

• High school diploma or equivalent required.
• Post-high school education or previous experience in banking, customer service, retail, sales, or a related field is preferred.
• Strong communication and interpersonal skills.
• Comfortable learning new technology, systems, products, and procedures.

We’re looking for someone who 

• Enjoys helping people and providing excellent client service.
• Is friendly, professional, and a good listener.
• Takes initiative and is motivated to learn.
• Is organized, detail-oriented, and committed to accuracy.
• Communicates effectively with clients and fellow associates.
• Enjoys building relationships and helping others.
• Is comfortable introducing clients to products and services that may meet their needs.
• Is dependable.
• Can work a flexible schedule and willing to support nearby Bank locations as needed.
• Is interested in learning more about banking and developing professionally.