Careers

FINANCIAL SERVICES REPRESENTATIVE (FSR)

REPORTING TO

Irvine Branch Operations Manager

GENERAL JOB DESCRIPTION

The Financial Services Representative is essential in branch operations, managing tasks like opening accounts, cross-selling products, and assisting customers. They also refer customers to specialists and educate them on bank services, while maintaining a cash drawer and performing teller functions. Additionally, they must stay updated on financial regulations to ensure compliance.

MAJOR DUTIES AND RESPONSIBILITIES

  • Providing excellent customer service, including greeting customers, answering questions, and resolving issues or concerns.
  • Conducting a variety of banking transactions, including opening and closing accounts, and processing deposits and withdrawals. Mainly responsible for the new accounts area of the branch.
  • Assisting consumers with online and mobile banking services, including setting up personal online banking accounts, troubleshooting technical issues, and answering questions. Maintaining a high level of knowledge about bank products and services, as well as industry trends and developments.
  • Participating in training programs to develop skills and knowledge and staying up-to-date with changes in banking regulations and policies.
  • Ensuring compliance with all banking regulations and policies, including those related to money laundering and fraud prevention.
  • Experience with Fiserv Navigator, Business Process Manager, Integrated Teller, Director.

SUBMIT YOUR RESUME

Call Us
Email Us
LinkedIn

Next Section

Back to Top

Internet Explorer 11 is outdated. For improved security and optimized performance we highly recommend upgrading your browser. ChromeFirefoxEdge