Financial Services Representative

Young Americans Center for Financial Education; Denver (CO); On-site; USD 36,000 - 48,000; Full time

Job summary

Young Americans Center for Financial Education in Denver, CO seeks a teller to support daily banking operations, guide customers on products, and manage account transactions.

The role emphasizes high accuracy, strong math, and effective communication with clients of all ages, with training on banking procedures and internal controls provided.

Qualifications

• Fundamental math skills required.
• Proficiency with computer programs such as Microsoft Word and Excel.
• Ability to complete tasks accurately and on time.
• Effective written and verbal communication with customers of all ages.
• Ability to perform financial procedures accurately.
• Ability to maintain detailed records and reports.
• Strong organization and multitasking capability.
• Attention to detail in day-to-day work.

Responsibilities

• Learn and follow bank policies and internal controls.
• Assist customers and prospective customers with banking services.
• Educate customers on products and services based on needs.
• Follow up with new customers at 10, 30, 60 days, and 1 year.
• Open and manage savings, CDs, and checking accounts.
• Process transactions, balance drawers, and handle night deposits.
• Issue cashier's checks and reconcile cash vaults.
• Assist with ATM/Debit reconciliation and training.

Skills

Fundamental math skills

Computer literacy (Microsoft Word &amp

Timely task execution

Effective communication (oral & WR

Proficiency in financial procedures

Record keeping & reporting

Strong organizational skills

Attention to detail

Education

One year of cash handling / customer service experience preferred

One year of customer relationship building experience preferred

Job description

Qualifications

Learns how to perform all the following essential functions:

Responsible for learning and following all bank policies and internal control

procedures relating to the teller and cash areas and/or new accounts area.

Provide instruction and guidance to customers and prospective customers on banking

and program services at the appropriate level.

Educate and recommend bank products and services including credit products and

bundles based on individual customer needs uncovered during profiling.

Proactively follow up with all new customers at 10 days, 30 days, 60 days, and 1

year to ensure needs are still being met, offer additional products or services as

needed, and strengthen the relationship.

Outreach to customers

Open savings, certificate of deposit and checking accounts.

Process customer transactions.

Balance cash drawer daily against balance sheets.

Process bank-by-mail and night deposit transactions as part of a dual control team.

Issue and reconcile Cashier's Checks.

Handle coin machine transactions, including end of day balancing.

Balance vault and coin machines under dual control and count in cash shipments.

Assist with research requests.

Complete basic customer account updates such as: updating phone numbers and

Assist and be able to explain Stop Payments for customers.

Cover the Reception Desk when needed.

Assists with ATM/Debit Card reconciliation.

Assists with some aspects of new employee training.

Prepare cash shipments and complete in-clearings.

May assist with bank specific tours and presentations.

Perform other duties as assigned.

Knowledge, Skill & Ability:

• Fundamental math skills.
• Knowledge of computer programs such as Microsoft, Word and Excel.
• Ability to carry out assignments effectively and in a timely manner.
• Ability to communicate effectively, both orally and in writing with children and adults.
• Ability to demonstrate proficiency in financial procedures.
• Ability to prepare and monitor detailed records and reports.
• Strong organizational skills and ability to multitask.
• Ability to exercise attention to detail.

Education and Experience:

• One year of experience in cash handling and/or Customer Service preferred.
• One year of customer relationship building experience preferred.

The above is intended to describe the general content of and requirements for the

performance of this job. It is not to be construed as an exhaustive statement of essential

functions, responsibilities or requirements.

Compensation:

The hourly pay range for this position begins at $23 per hour, which is

equivalent to an annual salary of $41,860 based on full-time employment (1,820 hours per