Financial Services Representative I Job in Oklahoma City, Oklahoma US
Financial Services Representative I
Job Description Financial Services Representative I Job ID #: 19575 Location: OK - Oklahoma City Functional Area: Banking - Sales Employment Type: Full-Time Non-Exempt Education Required: High School Diploma Experience Required: Less than 1 year Days and Hours: Monday - Friday 8:00am - 5:00pm Physical Address: 4501 West Memorial Rd, Oklahoma City, OK73142 Department Name: West Memorial Branch Position Description The FSR I serves in the dual role of selling bank services inside the branch and processing traditional teller transactions, serving as a back-up to the FSR II. This associate assists in customer acquisition activities, generating daily retail sales from new and existing customers through execution of the branch's marketing and business development plan, providing information concerning products and services offered by the Bank, and providing high quality customer service for all customers. This is an in-house sales position that focuses on deposit products, pre-approved credit products and fee based services. This position has high customer contact. Principal Accountabilities : - Actively sell the Bank's consumer and business products and services in a professional manner. This includes all deposit products, pre-approved credit products and fee-based services; and meet the Bank's established minimum performance levels for this position. Refer loan customers to the appropriate bankers (e.g. mortgage, retail, business, commercial); identify potential customers and refer business to bank partners in other lines of business, maintaining established levels of qualified referrals. - Market the Bank's services via telephone and correspondence in a professional, sales-oriented manner and maintain an active prospect list for telemarketing to meet established goals. Refer customers as necessary to business lending partners or other bank representatives from other lines of business. - Answer questions and resolve problems for customers concerning all services provided by the Bank; identify the problem, collect data, secure answers and report results to the inquiring party and work with the Service/Operations Supervisor or other associates as necessary; and practice the Sundown Rule (i.e., return calls, respond to the customer within the day, etc.) when possible. - Provide information to customers regarding the Bank's products and services; gather pertinent customer information, open new accounts and prepare documentation as necessary, ensuring that all new accounts are properly set up and processed. - Perform basic teller transactions such as: - Receive checks and cash for deposit to savings and checking accounts; verify deposit amounts; examine checks for endorsement and negotiability - Receive checks and saving withdrawals for cashing within limits established by manager, Area Operations; verify signatures and customer account balances; and inspect all checks, bonds, money orders. - Count cash drawer, research and locate outages. - Foster teamwork with fellow associates in the branch and in the bank as a whole. Maintain helpful and courteous interactions with others and keep communication lines open. - Adhere to all federal regulations and bank policies; keep current on bank procedures via the Bank's resources and required training. - Perform other duties as assigned, including serve as back-up to the FSR II and/or Service/Operations Supervisor or courier as needed. Position Requirements Basic Qualifications: High School Diploma or GED with a minimum of 6 months work experience in a sales/customer service capacity. Other Preferred Qualifications: Possess a general knowledge of features and benefits of various bank deposit and credit products. Possess basic selling and referral skills and strong service skills to effectively sell and service the Bank's products and make qualified referrals to bank partners.