Financial Services Representative - Country Square Office

QNB Bank; Quakertown (Bucks County); On-site; USD 32,000 - 52,000; Full time

Job summary

QNB Bank seeks a Financial Service Representative to deliver courteous, confidential, and professional banking services. You will build relationships, handle transactions, and promote deposit and loan products through consultative selling.

The role requires standing, adherence to training timelines, and availability for branch hours including weekends. Strong communication and product knowledge will be essential for success at QNB Bank.

Qualifications

• Interpersonal skills to represent the Bank positively with customers.
• Communication and arithmetic skills for basic banking tasks.
• Ability to identify and fulfill customer needs through service and cross-selling.
• Ability to complete training and product knowledge within set timelines.

Responsibilities

• Build customer relationships with courteous, confidential, and professional service.
• Cross-sell deposit and loan products and refer customers as needed.
• Perform paid/receiving functions and balance cash drawer or TCR daily.
• Ensure compliance and complete required training within stated timelines.

Skills

Interpersonal skills

Communication skills

Customer service

Consultative selling

Education

High school diploma or equivalent

Job description

GENERAL DUTIES AND RESPONSIBILITIES:

• 1.Models Q2 Service and Sales programs with creativity and energy such that goals are achieved and quality standards are met or exceeded. Takes personal initiative and is a positive example for others to emulate.
• 2.Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner.
• 3.Cross-sells deposit and loan products and refers customers to appropriate person or department.
• 4.Performs paying and receiving Financial Service Representative functions accurately balances cash drawer and/or a Teller Cash Recycler (TCR) at the end of the day.
• 5.Must be proficient in all aspects of the role of Financial Service Representative.
• 6.Able to relate to other people beyond giving and receiving instructions.
• 7.Must have strong QNB product knowledge and actively champion QNB Service and Sales, referral and product campaigns.
• 8.Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities.
• 9.Supportive of community through involvement and participation in local volunteer and/or charitable organizations.
• 10.Required availability of all operating branch hours which can include holidays and weekends.
• 11.Assumes additional job-related duties as requested including the ability to work at any branch location.

REQUIRED TRAINING, EXPERIENCE AND EDUCATION:

• 1.Regularly required to stand for prolonged periods of time - all day if necessary.
• 2.Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers.
• 3.Required training and product knowledge must be completed within the first 6 months of employment.
• 4.Ability to lift and maneuver 25-50 pound coin bags.
• 5.Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs.
• 6.Requires basic reading, writing and arithmetic skills. Completion of high school, vocational training or equivalent.
• 7.Fulfill QNB compliance in operations and security by adhering to government regulations, QNB policy, and established procedures.
• 8.Must successfully complete Banking Fundamentals within the first 18 months of employment (grade of C or higher).
• 9.Must fulfill re-certification requirements for FSR annually,
• 10.This position may require compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by and employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to grasp objects; reach with hands and arms; balance, stoop kneel, or crouch; speak or listen. The employee must occasionally lift and/or carry up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

WORKPLACE ENVIRONMENT

Work environment characteristics described here are representative of those that must be met by and employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The position may require some travel for conferences, committee meetings, and other Bank activities or events. Regular and predictable attendance is required. Ability to work weekends and overtime as requested.