A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
Paid Vacation, Sick Leave and Holidays Health Insurance Dental Insurance Vision Insurance 401k with matching contributions Volunteer Paid Time Off Banking Benefits And more! With all the benefits listed above, this is a great opportunity for the right candidate!
Customer Relations Representative Overview:
Establish and develop relationships with new and current consumer and business customers in support of First Western Bank & Trust's sales and service objectives while adhering to the bank's culture of customer service excellence. Provide excellent customer service by greeting customers in person or on the phone in a timely, courteous, and professional manner Properly identify each customer in accordance with bank policy and uphold confidentiality of customer and proprietary information Establish solid relationships with new and current consumer and business customers through identifying needs, providing the best bank products and services for customer's financial needs, and using cross-sell and referral opportunities Open and manage consumer accounts including Individual Retirement Accounts; Health Savings Accounts; checking, savings, money market, certificates of deposit, and safe deposit accounts Open and manage business accounts including checking, savings, money market, certificates of deposit, and safe deposit accounts Assist customers with account maintenance; includes name changes, address changes, deposit product changes, and CD renewals, and signer changes for business accounts Assist customers with debit card maintenance; includes create instant issue cards as needed, create disputes for erroneous transactions, apply limit changes, research transaction issues. Assist customer with credit card maintenance; includes card issuance as needed, create disputes for erroneous transactions, research transaction issues, answer general questions, apply payments received
Customer Relations Representative Qualifications:
High School diploma or general education degree (GED) required One year of banking experience preferred Knowledge of customer service principles and practices Knowledge of administrative and clerical procedures
Must be a team player with excellent interpersonal skills, strong written and oral communication skills, active listening skills, and proven customer service skills Must be detail oriented, able to work under minimal supervision, stay poised under pressure, manage multiple tasks at one time, and interact with co-workers and customers in a professional manner Must have proficient spoken and written English language skills Must have cash handling, general math, and computer skills First Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.
