Financial Services Representative jobs in United States
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CUSB BANK · 18 hours ago

Financial Services Representative

CUSB Bank is a family owned, community minded institution that has been around for over 135 years. The Financial Service Representative (FSR) role is responsible for delivering superior customer service in assisting customers with account needs and conducting financial transactions.

BankingDebit CardsFinancial ServicesWealth Management

Responsibilities

Provide exceptional customer service at every opportunity, including making customers aware of our fantastic products and services
Exercise discretion, judgment and initiative
Assisting customers with account needs including the opening and maintaining of all retail accounts and servicing of electronic banking services
Handle and balance a cash drawer per bank procedures and guidelines
Process checking and savings transactions; mortgage and retail loan payments; and Mastercard/VISA transactions
Assist customers with gift cards, cashier’s checks, money orders, and savings bonds
Assist customers with renting and entry to their safe deposit box
Cross-train within the department and ability to work as FSR or Teller at any given location as may be required

Qualification

Customer serviceMicrosoft OfficeMath skillsCommunication skillsEnglish proficiency

Required

High school diploma or general education degree (GED) or one to two years of relevant experience and/or training or equivalent combination of education and experience
Ability to operate the following equipment: PC and printer, telephone, calculator, copy and fax machines
Working knowledge of Microsoft Office, i.e. Word, Excel, and Outlook
Demonstrate math skills as required to this position which includes adding, subtracting, multiplying, and dividing
Oral and written communication skills as appropriate to this position
Ability to read, write and speak the English language
Ability to write reports, business correspondence, and procedure manuals
Reasonably regular and predictable attendance

Benefits

Health, Dental, Vision, Life, and Disability benefits
Traditional and ROTH 401k options with 3% company match and profit sharing
Incentive Compensation based on yearly company performance
Generous paid time off
Clothing allowance
A positive, professional atmosphere with a healthy dose of fun

Company

CUSB BANK

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CUSB Bank provides banking and financial services.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase