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May perform teller duties, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments and counting currency and coin accurately. Identify referral opportunities for Home Loans, Treasury Solutions, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity.
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Identify referral opportunities to ensure all of the client's financial needs are met. Hold financial conversations with clients and prospects to determine needs and provide appropriate solutions.
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Responsible for the delivery of personalized customer service, by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. The requirements listed below are representative of the knowledge, skill, and/or ability required.
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The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Attention to detail including verbal and written instructions; maintain confidentiality; effective use of tact and diplomacy as it relates to clients and co-workers; working knowledge and use of a personal computer, Word/Excel software programs and strong 10-key skills preferred.
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SUMMARYResponsible for the delivery of personalized customer service, by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. WORK ENVIRONMENTThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
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May be responsible for originating small business loans. May be a department lead and may be responsible for training the FSR team. Keep up to date on regulation changes and demonstrates compliance with all bank regulations, policies and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training.
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To assist employees in paying down student loan debt, we will make monthly payments of $100 directly to eligible loan service providers on behalf of our employees until the loan is paid off. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
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OTHER SKILLS & ABILITIESAttention to detail including verbal and written instructions; maintain confidentiality; effective use of tact and diplomacy as it relates to clients and co-workers; working knowledge and use of a personal computer, Word/Excel software programs and strong 10-key skills preferred.
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Build client relationships through outbound and proactive measures including First 15. Ability to compute rate, and percent and to draw and interpret bar graphs. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
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We offer a competitive total compensation package including base salary and benefits. Benefits include, but are not limited to, medical, dental, vision, short- term and long-term disability benefits and life insurance, flexible spending accounts, health savings account, employee assistance program, 401(k), Paid Time Off (new hires accrue at.069 per hours worked which equates to approximately 18 days per year inclusive of paid sick time) and up to 11 paid Federal holidays.
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Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. Ability to read and comprehend simple instructions, short correspondence, and memos.
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High School diploma or general education degree (GED) required and two plus (2+) years of banking or comparable experience. Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
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Child Care Assistance Program for eligible dependent(s). Deliver personalized customer service, in person and over the phone, answering client questions, assisting with issues, and offering solutions.
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Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap so to say, to help them achieve their financial goals and dreams, through the products and services we provide (which include but are not limited to retirement planning, college planning, investments, & insurance.
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We are actively hiring talented people for sales and sales management positions. A clearly defined career path, including opportunities in Management for qualified individuals. Organized, detail-oriented, and excellent time-management skills.
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financial services management jobs Title: financial services representative in Moapa, Nevada
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