Financial Service Representative jobs in United States
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Security National Bank · 1 day ago

Financial Service Representative

Security National Bank is a long-established financial institution that values every interaction with its customers. The Financial Service Representative plays a crucial role in assisting customers with various banking products and services while providing exceptional customer service and fostering relationships.

BankingFinancial ServicesInsuranceSecurity

Responsibilities

Greet and welcome all customers to Security National Bank; must be aware of customer flow in lobby at all times. Direct those needing additional assistance to proper department(s)
Handle all service related issues for customers including the following: wire transfers, opening/closing accounts, check orders, ATM card issues, changing signers on business accounts, renewing CDs, updates/changes to existing accounts, address changes, etc
Liaison between the tellers and the Personal Bankers and gain knowledge in both areas
Maintain a basic knowledge of deposit, loan, convenience, and non-deposit services. Attend periodic training sessions
Identify new and existing customers’ financial service needs through qualifying questions, and refer appropriate services, products and digital options
Provide on-going training and support to the Customer Service Representatives (Bank Tellers) at the branch
Sort, distribute, and process all mail, internet and phone requests

Qualification

Customer ServiceRetail Banking ExperienceProblem-Solving SkillsCommunication SkillsAttention to DetailMicrosoft WordMicrosoft ExcelTeam-OrientedFlexibility

Required

High school diploma or equivalent
2 years CSR/Teller experience
Retail banking experience
Accuracy and meticulous attention to detail required
Excellent oral, written, and interpersonal communication skills
Ability to navigate multiple computer systems and programs with working knowledge of Word and Excel
Ability to manage multiple requests simultaneously, meet deadlines, and show flexibility to change direction when needed
Team-oriented and the ability to work collaboratively across all levels of the organization
Service-oriented, polite, and respectful
Advanced problem-solving and analytical skills
Ability to take direction and instruction and follow through independently until project completion

Benefits

Medical
Dental
Short and long term disability
Life insurance
Paid time off
A wellness program
A 401(k) savings plan at hire for future financial protection

Company

Security National Bank

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Security National Bank was chartered in 1884 in Sioux City, Iowa, and founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty and human connection.

Funding

Current Stage
Growth Stage

Leadership Team

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Craig Mayo
Senior Vice President - Commercial Services / Chief Credit Officer
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Company data provided by crunchbase