IRA Services Representative processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed. (Copyright 2024 Salary.com)
Job Title: Financial Service Representative
Reports to: Branch Administrator; Branch Manager
SUMMARY:
Performs a variety of functions for deposit and loan customers. Strives to retain present customers and develop new business by extending professional and efficient service. Suggests additional services and products to meet customer’s needs. Adheres to all compliance and security procedures. Travels from branch to branch, wherever needed.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or for other reasons. Management reserves the right to transfer, temporarily or permanently, employee at any time to other locations as deemed necessary
The incumbent will utilize Bank Policy and procedures, ensuring that a high standard of quality and accuracy is maintained at all times. It is the responsibility of the incumbent to ensure quality service and to report risk and exposure to management immediately. Under general supervision, but in compliance with established policies and procedures, serves customers by providing product and service information. Resolves customer service problems and recommends products or services to potential customers. Must have extensive knowledge of all Bank products. All tasks should be performed in a timely manner and will include but not be limited to the following:
Will have extensive contact with customers and the public, conducting relationships in a manner that will enhance the overall marketing effort of the Bank.
· Report outages in accordance with Teller Performance Standards
· Under the direction of the Teller Coordinator/Branch Manager, may assist with the operation of the branch ATM
· Ensure Night Deposits are processed in accordance with policy, procedure and proper security
· Perform all other teller functions – to include cashier’s checks, money orders, gift cards, travel cards, wire transfers, telephone transfers, stop payments, advances and all payment functions
SUPERVISORY RESPONSIBILITIES:
Although this position carries no direct supervisory responsibilities, this individual serves in the capacity of a leader among his/her peers in the manner in which he/she performs his/her job duties.
QUALIFICATIONS: 2-4 years banking experience required. To perform this job successfully, an individual must be able to perform each essential duty satisfactory. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
LANGUAGE SKILLS: Ability to read and comprehend simple instructions and short memos, write simple correspondents. Must be able to speak, read, write, and understand the primary language(s) used in the workplace.
MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
CERTIFICATES, LICENSES, REGISTRATIONS: High School Diploma or equivalent; current Driver’s License
WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this position, the employee may be exposed to risk of electrical shock. The employee may occasionally be exposed to fumes or airborne particles and vibration. The noise level in the work environment is usually quiet to moderate.
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hand to finger, handle, or feel; reach with hand and arms and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 - 25 pounds. Specific vision abilities required by this job include close vision and distance vision.
OTHER SKILLS AND ABILITIES: 2-4 years of banking experience is required. Individual must possess outstanding customer service skills, acute attention to detail, and an ability to learn and follow F&M Bank’s operational and security procedures. Employee must have the ability to operate common office machines, general computer capabilities, demonstrate good computer/10 key skills, and be able to learn specific software applications. Individual must be able to effectively communicate with people at all levels and from various backgrounds. Strong organizational skills and ability to manage priorities and workflow are necessary. Individual must have strong verbal, written and interpersonal skills. Ability to understand sensitive data and to maintain confidentiality is required. The individual must be professional in appearance and demeanor at all times; be committed to excellence, high standards and team oriented. Will be scheduled to work various branches.
Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
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Job Type: Full-time
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Work Location: In person
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0 IRA Services Representative jobs found in Clarksville, TN area