What are the responsibilities and job description for the Financial Services Expert position at Goose River Bank?
Financial Services Expert
The Goose River Bank is seeking a highly skilled Financial Services Expert to join our team. This role is responsible for providing expert financial guidance and support to our customers, as well as overseeing the day-to-day operations of our banking functions.
Key Responsibilities
- Provide expert financial guidance and support to customers, answering questions and addressing concerns related to their accounts and financial situations.
- Oversee the ongoing operations of the bank's accounting, bookkeeping, and electronic banking functions.
- Implement and maintain bank policies, procedures, and controls, ensuring effective and efficient operation and minimizing risk of fraud or loss.
- Reconcile monthly investment records and run entry tickets as needed.
- Maintain confidentiality of customer conversations and information and proprietary bank information.
- Take ownership of customers until issue is resolved by responding to inquiries and requests.
- Responsible for the Bank's ACH originators, including training, annual review, and on-sight visits, as well as building new ACH payroll relationships.
- Develop and maintain all business banking relationships within our digital platform.
- Bank's main point of contact with the Core's ongoing case management.
Requirements
- Experience in banking or accounting preferred.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
