Financial Services Representative

Summary:

Accurately and efficiently process and record routine transactions for bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments and money transfers. Promote and advise on the Banks products and services.

Duties:

• Responsible for comprehensive, prompt and efficient handling of customer transactions resulting in excellent customer service.
• Provide efficient and courteous customer service, cross-sell products and services to generate new business.
• Answer inquiries regarding checking and savings accounts and other bank related products.
• Ensure compliance with all internal controls and established policies and procedures.
• Count and balance cash drawers.
• Review and balance work prior to sending transactions.
• Run ATM, mail, and night-drop deposits and may perform the duties associated with the maintenance and balancing/processing of ATM transactions.
• Complete all appropriate logs.
• Complete CTRs and SARs when required.
• Set up on-line banking for personal and business accounts.
• Close checking and savings accounts per customer requests and file signature cards for closed accounts.
• Manage correspondence regarding new accounts in a timely manner.
• Open all types of retail deposit accounts to include checking, savings, CDs, IRAs, etc., following new account policy and procedures.
• Promote and refer United Bank products and services and further establish business relationships when possible.
• Represent United Bank in a positive and professional manner.
• Perform other duties as assigned.