Financial Services Representative

Job DescriptionJob Description

Financial Service Representative

This position is primarily responsible for welcoming customers and assisting with various customer service-related needs. This position will be the first point of contact to assist with customers in the lobby as well as telephone inquiries.

The following duties are not intended to serve as a comprehensive list of all duties required in this position. This job description is intended to provide a representative summary of the major duties and responsibilities. This position may not be required to perform all duties listed and may be required to perform additional duties as requested.

DUTIES AND RESPONSIBILITIES ESSENTIALS FUNCTIONS:

• Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
• Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
• Answer customer questions and explain available services such as deposit accounts online banking, debit cards, etc.
• Refer customers to appropriate bank personnel to meet their financial needs.
• Compile information about new accounts, enter account information into bank systems, and file/scan related forms and/or documentation.
• Investigate and correct errors upon customer request, according to customer and bank records.
• Interpret legal documents and apply to various situations that may be presented.
• Perform other service transactions such as collections, wire transfers, cash advances, and stop payments, check ordering, issuing and redeeming savings bonds.
• Respond to and follow through on all in-person and telephone customer inquiries or requests.
• Maintain a thorough knowledge of the Bank's products, services, policies, procedures and operating systems.
• Provide professional, exceptional customer service.
• Follow company rules, regulations and safety procedures.
• Filling out CTR's in the event of the customer's deposit.
• May assist with platform/new account functions as needed.
• Strict adherence to the Bank Secrecy Act (BSA) and all other applicable regulations is required.

PERFORMANCE REQUIREMENTS KNOWLEDGE, SKILLS AND ABILITIES:

• Math and grammar skills are necessary to effectively calculate and communicate information.
• Human relations skills to effectively interact with customers and co-workers.
• Ability to accurately type and perform data entry.
• Proficiency in handling over-the-counter transactions.
• Knowledge of a 10-key calculator, computer, photocopier and fax machine is necessary.

PHYSICAL DEMANDS:

• Physical requirements include the ability to lift and carry up to fifty pounds at least two times per day
• Incumbent must be able to reach below and above the shoulders to both the left and right at least fifty times daily.
• Job pressures are high for meeting deadlines, frequent interruptions and high level of telephone activity.
• Mental ability required is high for reasoning, remembering, reading, writing and speaking.

EDUCATION:

• A high school diploma is required.

EXPERIENCE:

• Previous Financial Services and/or teller experience is strongly preferred.
• Excellent Customer Service skills are required.

Previous cash handling experience is preferred.

Equal Opportunity Employer.

Company DescriptionWe're proud to be a locally owned community bank, founded in 1907. As the national and international economies have struggled, First Bank has remained strong and successful by focusing on our individual customers and our local communities. You'll see that focus come to life when you visit any one of our locations in Wichita Falls, Frisco, Burkburnett, Iowa Park, Brock or Aledo. You'll find yourself in a bank where you are greeted with courtesy and treated with respect by banking professionals who are the best in the business and who genuinely care about you and your business. We also have loan production offices in McKinney, Plano, and Austin.
First Bank has been named one of our nation's top performing banks by both the American Bankers Association and the Independent Community Bankers of America. We have also earned a 5-Star Rating from , and in 2005, we won the Better Business Bureau's Torch Award for Ethics in the Marketplace. We were voted Texoma's Best Bank and Texoma's Best Mortgage Lender in 2014.Company DescriptionWe're proud to be a locally owned community bank, founded in 1907. As the national and international economies have struggled, First Bank has remained strong and successful by focusing on our individual customers and our local communities. You'll see that focus come to life when you visit any one of our locations in Wichita Falls, Frisco, Burkburnett, Iowa Park, Brock or Aledo. You'll find yourself in a bank where you are greeted with courtesy and treated with respect by banking professionals who are the best in the business and who genuinely care about you and your business. We also have loan production offices in McKinney, Plano, and Austin.

First Bank has been named one of our nation's top performing banks by both the American Bankers Association and the Independent Community Bankers of America. We have also earned a 5-Star Rating from , and in 2005, we won the Better Business Bureau's Torch Award for Ethics in the Marketplace. We were voted Texoma's Best Bank and Texoma's Best Mortgage Lender in 2014.