SaviBank
  • Sedro-Woolley, WA, USA
  • 17.00 - 23.00 DOE
  • Hourly
  • Full Time

Company paid medical, dental, vision, life, disability, 401(k), paid time off etc.


Position Summary:

This position provides exceptional customer service to existing customers and prospects. The Financial Services Representative (FSR) will open all deposit accounts, develop relationships and cross sell banking services utilizing a needs based-approach.  The position will make joint customer and prospect calls with the branch manager, lender and/or management as needed. The FSR will process transactions and respond to customer inquiries in a courteous and friendly manner.  The position will serve as a backup to the Customer Service Representatives and may provide back-up to the Customer Service Manager.

 Essential Duties and Responsibilities:

  • Present, cross-sell and open deposit accounts and other financial products and services.
  • Establish and maintain strong and ongoing relationships with all customers.
  • Interview new account customers and perform other functions such as setting up records, verifying references, and holding uncollected funds.
  • Meet with Customer Service Manager and/or Branch Manager on a consistent basis to discuss new customers, prospects and follow-up plans.
  • Develop and maintain an in-depth knowledge of current Bank products and services.
  • Maintain confidentiality when handling customer requests and transactions.
  • Ensure compliance with applicable regulatory requirements and internal policies and procedures.
  • Provide timely and accurate resolutions to account-related issues.
  • Back-up branch operations duties and functions.
  • Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing systems, issue receipts, cash checks utilizing appropriate verification standards and balance in an accurate and complete manner.
  • Place holds on accounts as required and complete appropriate documentation for holds placed.
  • Answer a variety of customer inquiries and maintain a working knowledge of bank services.
  • Comply with Bank policies and procedures, as well as applicable state and federal banking regulations.
Full Job Description
SaviBank
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