Industry: Financial Advisor
Job Number: 48483
HireLevel is currently seeking a Financial Services Representative for a client located in Ladue, MO!
Location: Ladue, MO
Hours: Monday-Friday; 9: 00 a.M.- 6: 00 p.M. Saturdays 9: 00 a.M.- 12: 00 p.M.
Similar Positions: Finance Specialist, Personal Banker, Relationship Banker, Financial Consultant
Responsibilities of the Financial Services Representative:
- Inform and education members on products and services offered
- Provide excellent customer service during every interaction; including phone calls and public engagement
- Meet individual sales and operational goals
- Process basic financial transactions for members; including opening and closing of accounts, inputting loan applications, issuing checks, processing deposits and withdrawals from accounts, issuing certificates, drafts and other negotiable instruments.
- Efficient in all teller transactions and referral opportunities to mortgage, business services, and investments
- Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and report any positive matches to the BSA group
- Foster and maintain relationships with members
Requirements of the Financial Services Representative:
- High School Diploma or GED required
- Must have 6+ months of Financial experience
- Must have 2 years of customer service experience
- Microsoft Office experience required
- Ability to meet background and drug screen requirements
Earn $25 in Referral Gift Cards!
If you refer someone to HireLevel and they are hired, work at least 30 days, and you are in good standing, we will send you a $25 gift card to say thank you! Pick up and return your completed referral coupon to your local branch.