Financial Services Representative

POSITION SUMMARY:

Financial Services Representative (FSR) is the primary front-line representative responsible for creating a welcoming environment for customers by providing account and service origination and maintenance to new and existing customers in person and customer inquiries by phone. Performs both platform and teller line duties.

Requirements

EDUCATION & EXPERIENCE:

• High School diploma or equivalent; college degree preferred

• 2 years cash handling experience, prior banking experience preferred

• Strong interpersonal, communication and computer skills

• Strong ability to conduct relationships with customers that will enhance the overall marketing effort of the bank

• Detailed oriented, strong organizational skills and high degree of accuracy

• Familiar with retail banking regulations and responsibilities relating to each

MAJOR DUTIES & RESPONSIBILITIES:

• Assist Branch Manager and Assistant Branch Manager with daily supervision and support of teller line activity, when necessary.

• Service customers by opening new accounts, performing account maintenance, taking loan applications and commercial loan referrals

• Possess strong knowledge of banking products both personal and business, to effectively assist customers' needs in opening accounts and required documentation.

• Perform overrides and teller duties as needed.

• Assist with daily branch/vault/ATM proof, cash shipments, night depository proof and check imaging processing

• Research and resolve customer issues, acting as the customer liaison between other bank departments when necessary

• Maximize selling and referral opportunities both on platform and teller line. Includes Loyalty enrollment, qualified Investment and Commercial loan referrals

• Utilize excellent customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees

• Maintain the highest level of confidentiality with all information obtained

• Contribute to the fulfillment of the branch to meet the bank's objectives and goals

• Participate in training programs to maintain and acquire additional knowledge and skills

• Assist Branch Manager and Assistant Branch Manager with the review and maintenance of internal control logs and daily and monthly reports

• Adhere to branch safety and security practices and procedures

• Complete training to successfully obtain MLO # through Nationwide Mortgage Licensing System & Registry

• Acquire New York State Notary

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

COMPLIANCE STATEMENTS:

EQUAL OPPORTUNITY AND AFFIRMATIVE ACTION EMPLOYER

Bank of Greene County is a federal contractor and an equal opportunity and affirmative action employer that provides equal employment opportunity in all employment-related matters, including hiring, training, promotion, compensation, benefits, transfers and other personnel actions, without regard to race (including traits historically associated with race), color, national origin, age, religion, sex, sexual orientation, gender identity or expression, the status of being transgender, disability, genetic information, predisposition and carrier status, military or veteran status, marital and familial status, the status of being a victim of domestic violence, employee's or a dependent's reproductive health decision making (including, but not limited to, a decision to use or access a particular drug, device or medical service), known relationship or association with any member of a protected class, and any other characteristic protected by applicable law.

BANK SECRECY ACT (BSA)

Before assuming any duties, each employee will be trained in the proper filing and logging procedures for large currency transactions and the sale of monetary instruments.

Each employee will immediately report suspicious currency transactions or activity to their immediate supervisor or the BSA Officer.

All employees will become familiar with how their customers handle their accounts and will report any transactions that are not within the normal activities of the customer.

The employee will be trained in compliance with the BSA, USA PATRIOT ACT and associated laws and regulations under the Bank's Compliance Program as it pertains to his or her job functions. Employees are expected to meet all compliance requirements as stated within the Bank's BSA/AML/CIP/OFAC Program. Failure to meet these compliance standards may adversely affect performance appraisals and may result in disciplinary action up to and including termination. Employee's compliance violations may result in termination, individual fines, and possible imprisonment.

Salary Description

$18.00 - $20.00 per hour