Financial Services Representative jobs in United States
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Adams Bank & Trust · 1 week ago

Financial Services Representative

Adams Bank & Trust is seeking a Financial Services Representative to join their team. The role focuses on providing exceptional customer service while managing everyday banking transactions and helping customers discover suitable financial products and services.

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 skillsMultitasking abilityCommunication skillsSales experienceProfessional appearanceAttention to detail

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

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Adams Bank & Trust is a banking firm in Fort Collins and Colorado Springs.

Funding

Current Stage
Growth Stage

Leadership Team

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Todd Adams
CEO
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Amanda Adams Hoover
CFO
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Company data provided by crunchbase