Financial Services Representative

Adams Bank and Trust; Prescott Valley (AZ); On-site; USD 40,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with employer match after one

Paid time off

Career growth

Job summary

Adams Bank and Trust is seeking a friendly Financial Services Representative (Universal Banker) for our Prescott, AZ branch. You will be the welcoming face for everyday banking, opening accounts, handling transactions, and guiding customers to the right products and services.

Ideal candidates have cash handling and customer service experience, with a professional demeanor. Sales-oriented or product knowledge is a plus; training is provided.

Qualifications

• Experience handling cash and processing transactions accurately.
• Strong customer service and communication skills required.
• Ability to multitask with attention to detail in a fast-paced environment.
• Professional appearance and demeanor expected in customer interactions.
• Sales experience is a plus but not required; training provided.
• Higher education may substitute for some work experience.

Responsibilities

• Greet customers and process transactions quickly and accurately.
• Balance and maintain your cash drawer daily.
• Open and close accounts (checking, savings, CDs, NOW, etc.).
• Provide exceptional service and build long-term relationships.
• Cross-sell banking products based on customer needs.
• Assist with basic loan administration as needed.

Skills

Cash handling

Customer service

Attention to detail

Professional demeanor

Sales experience

Multitasking

Education

College degree may be substituted for experience

Job description

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

We're a family-owned, regional bank with branches in Colorado, Nebraska, Kansas, and Arizona currently looking for a Full-Time Financial Services Representative (Universal Banker) for our newest branch location in Prescott, AZ.

Why You'll Love Working Here:

• Work in a supportive, team-focused environment
• Build lasting relationships with customers
• Professional growth opportunities
• Competitive pay + benefits package
• No weekends

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:

• Cash handling experience
• Strong customer service & communication skills
• 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

Perks & Benefits:

• 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