Demo

Financial Services Associate I

Weitz & Luxenberg PC
Walcott, IA Full Time
POSTED ON 12/24/2024 CLOSED ON 1/16/2025

What are the responsibilities and job description for the Financial Services Associate I position at Weitz & Luxenberg PC?

Job Type

Full-time

Description

GENERAL DESCRIPTION:

Will process customer transactions in a timely, accurate manner, adhering to established Bank regulations, policies and procedures. Will assist customers on the phone and in person.

Key Accountabilities

  • Candidate must be self-motivated with the ability to offer our banking products and services to prospects
  • Candidate will possess the ability to develop strong customer relationships.
  • Must be organized, detail-oriented and accurate; possess good oral communications skills and grammar; be professional in appearance, pleasant, courteous, and a good listener.
  • Be able to initiate the HPG sales process when asked about accounts

Requirements

Skills/education/experience required:

  • Must have the ability to work a flexible work schedule.
  • Must have a satisfactory record of work performance and adherence to all Bank Policies and Procedures.
  • This position will float to all banking centers as needed.
  • Post high school education/one year in banking or related field preferred.
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