Bank Teller

Insight Global (United States); Pikesville (MD); On-site; USD 40,000 - 42,000; Full time

Benefits offered by this job

Healthcare insurance offerings

Paid leave

Job summary

A financial services company is seeking a Financial Services Representative I to work in Pikesville, MD. This role involves delivering exceptional member service, addressing inquiries, and cross-selling financial products. Candidates should possess strong communication skills, attention to detail, and a high school diploma, with experience in customer service preferred. The salary for this position ranges from $40,000 to $42,000 per year, along with benefits including healthcare insurance and paid leave.

Qualifications

• Minimum 1-year previous experience in customer services, cash handling, and sales.
• Previous experience in banking or financial services preferred.
• Knowledge of credit union operations and financial products.

Responsibilities

• Greet members and visitors in a friendly and professional manner.
• Address member inquiries regarding account information and transactions.
• Resolve member issues and complaints promptly and effectively.
• Identify opportunities to cross-sell and up-sell credit union products.
• Meet or exceed individual and branch sales targets.
• Open new member accounts and process loan applications.

Skills

Customer Service Orientation

Communication Skills

Attention to Detail

Problem-Solving Abilities

Technical Proficiency

Time Management

Education

High School Diploma or equivalent

Associate or Bachelor’s degree in finance, business, or related field preferred

Job description

Overview

A client of Insight Global is seeking a Financial Services Representative I to sit fully onsite in Pikesville, MD or Bel Air, MD. The FSR I is responsible for delivering exceptional member service by identifying members' financial needs and providing them with suitable financial products and services. This role involves a combination of sales, customer service, and operational tasks aimed at enhancing member satisfaction and contributing to the growth of the credit union.

Responsibilities

• Greet members and visitors in a friendly and professional manner.
• Address member inquiries regarding account information, transactions, and credit union products and services.
• Resolve member issues and complaints promptly and effectively.
• Identify opportunities to cross-sell and up-sell credit union products and services, such as savings accounts, loans, credit cards, and insurance.
• Meet or exceed individual and branch sales targets.
• Conduct product presentations and explain the benefits and features of credit union offerings.
• Open new member accounts, including savings, checking, and certificate accounts.
• Process loan applications, provide loan information, and follow up with members throughout the loan process.
• Assist members with account maintenance, including address changes, stop payments, and direct deposits.
• Perform teller duties such as cashing checks, accepting deposits, processing withdrawals, and handling payments.
• Balance cash drawers and reconcile discrepancies.
• Process wire transfers and other financial transactions accurately and efficiently.
• Adhere to all credit union policies, procedures, and regulatory requirements.
• Maintain confidentiality and security of member information.
• Identify and report suspicious activities in compliance with anti-money laundering (AML) regulations.
• Work closely with other team members to ensure a cohesive and efficient branch operation.
• Participate in branch meetings and contribute ideas to improve branch performance and member satisfaction.
• Maintain accurate records of member interactions and transactions.
• Prepare and submit reports as required by management.
• Keep abreast of changes in credit union products, services, policies, and procedures.

Knowledge, Skills, and Experience

• Customer Service Orientation
• Communication Skills
• Attention to Detail
• Problem-Solving Abilities
• Technical Proficiency
• Time Management

Qualifications

• High School Diploma or equivalent; associate or bachelor’s degree in finance, business, or a related field preferred.
• Minimum 1-year previous experience in customer services, cash handling, and sales; Previous experience in banking or financial services preferred.
• Knowledge of credit union operations and financial products.
• Proven experience in sales and member service with a track record of achieving targets.
• Ability to work flexible hours, including weekends, as needed.

Compensation

$40,000 to $42,000 per year annual salary.

Benefits

Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.