Financial Services Specialist – Sundance Square Location

Worthington Bank; Fort Worth (TX); On-site; USD 32,000 - 48,000; Full time

Job summary

Worthington Bank, located in Sundance Square, Downtown Fort Worth, seeks a Personal Banker to handle deposit accounts and teller-related tasks. You will open/close accounts, answer inquiries, update records, and help meet customers' financial needs.

Responsibilities include presenting bank products, ensuring compliance, assisting the teller line, and traveling to other branches as needed. Strong communication and organizational skills are essential.

Qualifications

• High school education or equivalent is required.
• Personal Banker experience is required, including teller.
• Expertise should include computer skills including a thorough understanding of bank technology systems.
• Working knowledge of Microsoft software products is necessary.
• Good organizational and interpersonal skills are all needed.
• The ability to balance several ongoing projects simultaneously and customer relationships is required.
• Strong oral and written communications skills for communicating and building relationships within internal and external customers is important.
• Willingness to travel to other locations based upon staffing needs is necessary.

Responsibilities

• Open and close accounts.
• Assist clients with account inquiries.
• Account maintenance such as name changes, address updates, product changes.
• Assist in the teller line as needed.
• Present and explain bank products and services to customers.
• Resolve customer requests promptly and professionally.
• Ensure compliance with regulations, bank policies, and safety procedures.
• Perform other tasks as required.

Skills

Customer service

Oral writing

Interpersonal skills

Teller experience

Education

High school diploma or equivalent

Tools

Banking software systems

Microsoft Office

Job description

REPORTS TO: Lobby Services Manager

DEPARTMENT: Lobby Services

LOCATION: Sundance Square, Downtown Fort Worth

JOB OVERVIEW:Has extensive knowledge of deposit accounts such as Commercial andConsumer Checking, Savings, Money Market, CD’s, IRA, HSA, Safe Deposit Boxes, andTreasury Management products. Responsible for performing a broad variety of financial servicessuch as opening and closing accounts, assisting clients with account inquiries, accountmaintenance such as name change, address updates, product changes, and assist in the tellerline as needed. Presents and explains bank products and services to customers and assists inmeeting their financial needs. Resolves customer requests and questions promptly, courteously,and professionally. Ensures compliance with regulations, bank policies, and safety and securityprocedures. Performs other tasks as required or assigned.

JOB SPECIFICATIONS:High school education or equivalent is required. Personal Bankerexperience is required, including teller. Expertise should include computer skills including athorough understanding of bank technology systems. Working knowledge of Microsoft softwareproducts is necessary. Good organizational and interpersonal skills are all needed. The abilityto balance several ongoing projects simultaneously and customer relationships is required.Strong oral and written communications skills for communicating and building relationships withinternal and external customers is important. Frequently requires problem solving. Willingness totravel to other locations based upon staffing needs is necessary.

EXTERNAL CONTACTS: Frequent contact with customers both in person and over the phone.

INTERNAL CONTACTS: Frequent contact with all Bank personnel.

DECISION MAKING RESPONSIBILITIES: Day to day customer services issues.

The above statements describe the general nature and level of work being performed. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. All requirements are subject to possible modification to reasonably accommodate individuals with a disability.