Financial Services Representative jobs in United States
cer-icon
Apply on Employer Site
company-logo

Adams Bank & Trust ยท 4 months ago

Financial Services Representative

Adams Bank & Trust is a supportive and team-focused banking institution seeking a Financial Services Representative. In this role, you will greet customers, process transactions, and help them discover banking products and services, all while providing exceptional customer service.

BankingFinancial Services

Responsibilities

Greet customers and process transactions quickly and accurately
Balance and maintain your cash drawer daily
Open and close accounts (checking, savings, CDs, NOW accounts, etc.)
Provide exceptional customer service and build long-term relationships
Cross-sell banking products and services based on customer needs
Perform basic loan administration as needed
Follow all policies, procedures, and regulations

Qualification

Cash handling experienceCustomer service skillsCommunication skillsMultitaskingSales experience

Required

Cash handling experience
Strong customer service & communication skills
Ability to multitask and pay close attention to detail
Professional appearance and demeanor

Preferred

Sales Experience Preferred (but Not Required)
College degree may be substituted for experience - we'll train the right person

Benefits

Health, dental, and vision insurance
401(k) with employer match after one year
Paid time off & holidays
Ongoing training and career growth opportunities

Company

Adams Bank & Trust

twittertwitter
company-logo
Adams Bank & Trust is a banking firm in Fort Collins and Colorado Springs.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Todd Adams
CEO
linkedin
leader-logo
Amanda Adams Hoover
CFO
linkedin
Company data provided by crunchbase