Financial Services Rep.
Posted on: July 18, 2021
The Financial Services Representative is responsible for
creating an incredible "first impression" to all who enter the
branch and for working with new and existing members to identify
their financial and or service needs, then ensuring that they are
matched with the appropriate branch resource (teller, FSO, Service
or Sales Manager).
-Ensures that if multiple visitors arrive simultaneously that each
is acknowledged through eye contact and is assisted in the order
-Determines the amount of wait time and offers the option to the
member/visitor of waiting or setting an appointment
-Records all appointments into the appointment calendar.
-Supports the achievement of the retail branch office sales goals
through the personal selling of savings and other depository
-Processes member transactions efficiently, accurately, and in a
timely manner including the opening of new accounts. Responsible
for quality and accuracy of all work performed.
-Maintains cash drawer in accordance with assigned cash limits and
policy and procedures, balances own daily work and may assist with
the daily branch balancing procedures. Accurately completes all
related documents. We are an equal employment opportunity employer
and will consider all qualified candidates without regard to
disability or protected veteran status.
Keywords: , Nashua , Financial Services Rep., PR / Public Relations , Nashua, New Hampshire
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