Financial Services Representative at Young… · Denver

Summary: Young Americans Center for Financial Education provides financial education and banking services. The Financial Services Representative learns and performs teller, customer account, cash handling, and new account functions while educating customers and recommending products. The role also supports customer outreach, account maintenance, reconciliations, training, and bank operations.

Responsibilities:
- Learns how to perform all the following essential functions:
- Responsible for learning and following all bank policies and internal control procedures relating to the teller and cash areas and/or new accounts area
- Provide instruction and guidance to customers and prospective customers on banking and program services at the appropriate level
- Educate and recommend bank products and services including credit products and bundles based on individual customer needs uncovered during profiling
- Proactively follow up with all new customers at 10 days, 30 days, 60 days, and 1 year to ensure needs are still being met, offer additional products or services as needed, and strengthen the relationship
- Outreach to customers
- Open savings, certificate of deposit and checking accounts
- Process customer transactions
- Balance cash drawer daily against balance sheets
- Process bank-by-mail and night deposit transactions as part of a dual control team
- Issue and reconcile Cashier’s Checks
- Handle coin machine transactions, including end of day balancing
- Balance vault and coin machines under dual control and count in cash shipments
- Assist with research requests
- Complete basic customer account updates such as: updating phone numbers and correcting birth dates
- Assist and be able to explain Stop Payments for customers
- Cover the Reception Desk when needed
- Performs maintenance on customers’ accounts
- Assists with ATM/Debit Card reconciliation
- Assists with some aspects of new employee training
- Prepare cash shipments and complete in-clearings
- May assist with bank specific tours and presentations
- Perform other duties as assigned

Required Qualifications:
- Fundamental math skills
- Knowledge of computer programs such as Microsoft, Word and Excel
- Ability to carry out assignments effectively and in a timely manner
- Ability to communicate effectively, both orally and in writing with children and adults
- Ability to demonstrate proficiency in financial procedures
- Ability to prepare and monitor detailed records and reports
- Strong organizational skills and ability to multitask
- Ability to exercise attention to detail
- High School Graduate or equivalent

Preferred Qualifications:
- One year of experience in cash handling and/or Customer Service preferred
- One year of customer relationship building experience preferred

Required Skills: Cash Handling, Financial Procedures, Microsoft Word, Microsoft Excel, Customer Relationship Building