Financial Services Representative

Carbonvalleychamber; Longmont (CO); On-site; USD 31,200 - 47,840; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with employer match after one year

Paid time off & holidays

Ongoing training and career growth opportunities

Job summary

A reputable banking institution is seeking a Financial Services Representative to deliver exceptional customer service while processing transactions and promoting banking products. This role offers a supportive environment, with opportunities for career growth and benefits such as health insurance, a 401(k) plan with employer match, and paid time off. Ideal candidates possess strong multitasking and customer service skills, while a college degree can substitute for experience.

Qualifications

• Positive and customer-focused attitude is essential.
• Ability to process transactions quickly and accurately.
• Professional appearance and demeanor.

Responsibilities

• Greet customers and process transactions.
• Balance and maintain cash drawer daily.
• Open and close accounts, providing exceptional service.

Skills

Customer service

Multitasking

Attention to detail

Sales experience

Education

College degree

Job description

Full-Time 40h/wk $31.20k to $47.84k/year Professional Attire

Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!

Financial Services Representative

Full-Time (40 hours/week) No weekends $15.00 - $23.00/hour Depending upon experience an/or education

About the Role

We're looking for a positive, customer-focused go-getter to join our team as a Financial Services Representative (combination of Teller and Personal Banker). In this role, you'll be the friendly face our customers rely on for everyday banking, while also helping them discover products and services that make their financial lives easier.

What You'll Do:

• 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

What We're Looking For:

• Ability to multitask and pay close attention to detail
• Professional appearance and demeanor
• Sales experience preferred (but not required)
• College degree may be substituted for experience - we'll train the right person
• Competitive pay
• Health, dental, and vision insurance
• 401(k) with employer match after one year
• Paid time off & holidays
• Ongoing training and career growth opportunities

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