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Financial Services Representative

Ladue, MO 63124

Posted: 01/18/19 Industry: Financial Advisor Job Number: 48483

HireLevel is currently seeking a Financial Services Representative for a client located in Ladue, MO!

Position: Contract-to-Hire

Location: Ladue, MO

Hours: Monday-Friday; 9: 00 a.M.- 6: 00 p.M. Saturdays 9: 00 a.M.- 12: 00 p.M.

Pay: $15.42/hr.

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

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