Upvote
Downvote
Sr Financial Services Representative
Share Job
- Suggest Revision
Full-time
- The Sr. Financial Services Representative opens new consumer and non-personal accounts with accuracy, efficiency and professionalism, meeting the high-quality service delivery standards of the Bank. The Sr. Financial Services Representative educates clients on the features and benefits of bank products and services, works to help identify their needs, when appropriate refers clients to other team members within the bank.
- Attends training and demonstrates a strong knowledge of policies and procedures to ensure compliance with the laws and regulations governing financial institutions, including Bank Secrecy Act (BSA), Anti Money Laundering (AML) legislation, Office of Foreign Assets Control (OFAC), Consumer Privacy, Information Security, Bank Protection Act and various other regulations.
- Assists clients in opening all types of personal and complex non personal checking, savings and certificate of deposit accounts.
- Complies with CIP
- Works with Branch Service Manager to provide support in all areas of branch operations including new account, teller, and safe deposit box.
Active Job
Updated TodaySimilar Job
Relevance
Active