Financial Services Representative-Banking

Smartfinancial, Inc. Montgomery , AL 36101

Posted 1 week ago

At SmartBank, our benefits package is designed to enhance your life. You'll enjoy medical, dental, vision, life, and disability insurance, as well as a 401(k) plan with a 4% employer match. Our generous paid time off (PTO), SmartFlex Days, and 11 Paid Company Holidays promote work-life balance. Engage in paid community involvement, enjoy company apparel, and access tuition reimbursement for your growth.

About Us

SmartBank is rooted in our core values: Acting with Integrity, Being Enthusiastic, Creating Positivity, Demonstrating Accountability, and Embracing Change. Our team lives and breathes these values to fulfill our core purpose: creating "WOW" experiences for our clients. For over 15 years, we've been delivering on this purpose in Tennessee, Alabama, and Florida, and we're continuously expanding our reach. Our team is empowered to care for our clients and actively participate in the communities we serve. At SmartBank, we prioritize individual needs, set high expectations, and celebrate achievements - that's the SmartBank way.

Your Role as a Financial Services Representative

As a Financial Services Representative (FSR), you'll play a vital role in our mission. Your responsibilities will include:

  • Embodying SmartBank's Core Values and Core Purpose.
  • Follow and embrace the SmartBank Way
  • Serve as the primary point of contact for our clients, providing exceptional service, and directing inquiries to the appropriate channels.
  • Engage in daily Lobby Management tasks, including warmly greeting clients, offering hospitality, making introductions, and ensuring refreshments are available.
  • Accurately receives deposits and payments for all types of SmartBank accounts, verifies cash and negotiability of checks and issues receipts, giving credit for funds according to Bank policies. Provides clients with account information.
  • Cashes checks and accepts withdrawal requests in accordance with Bank policies, referring questionable transactions to supervisor for approval.
  • Provides special services as needed; including, redeeming US Savings Bonds, issuing Official Checks, coin deposits and coin orders.
  • Processes payments for SmartBank credit cards, local utilities, and other services. Ensures that payment information is transmitted to appropriate agencies by daily cut-off.

Qualifications for the Ideal Candidate

To excel in this role, you should possess the following qualifications:

  • High School Diploma or equivalent.
  • Prior experience in cash handling.
  • Exceptional customer service skills.

Work Schedule

The Financial Services Representative typically works during standard business hours from 8:00 a.m. to 5:00 p.m. Monday through Friday.

SmartBank Associate Benefits

SmartBank can offer you a comprehensive benefits package, including:

  • Medical, dental, vision, life, and disability insurance.
  • A 401(k) plan with an employer match of up to 4%.
  • Generous paid time off (PTO), including a minimum of 3 weeks.
  • SmartFlex Days.
  • Up to 11 Paid Company Holidays.
  • Mental health benefits, include 8 free sessions with a coach or certified professional.
  • Paid community involvement opportunities.
  • Company-provided apparel at no cost.
  • Learning and development opportunities, including professional and career development and tuition reimbursement.

Are you ready to be a part of the SmartBank team and experience all these incredible benefits? We look forward to welcoming you to our exceptional team!

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