What are the responsibilities and job description for the Financial Services Representative position at Lone Star National Bank?
Job Overview
The Lone Star National Bank is committed to providing exceptional customer service and financial solutions. As a Personal Banker I, you will play a key role in building strong relationships with our customers and helping them achieve their financial goals.
Responsibilities
• Provide a welcoming environment and communicate professionally and effectively with customers and other members of the team
• Displays passion for serving others and consistently executes exceptional quality service
• Applies strong critical thinking and problem-solving skills to resolve and/or identify financial solutions for new and existing customers
• Provides a complete range of customer service including opening all types of new accounts, credit cards, and cross-selling of other bank products/services such as self-service banking solutions (ATM, Mobile Banking, etc.)
• Actively contributes to help meet the banking center's goals, as well as individual sales and referral goals by cross-selling and referring customers to bank business partners when more complex financial needs are recognized such as; Commercial Lending, Mortgage, Insurance, Investments, Merchant Services, Wealth Management or Treasury Management
Requirements
• High School Diploma or GED
• Bachelor's degree in business, marketing or related field, preferred
• An equivalent amount of experience in sales, marketing or operations may substitute the degree preference
• (1) year of cash handling experience
• (1) year of Banking experience
• Thorough understanding of corporate business account documentation and consumer loan documentation, including proficiency with BSA and CIP, preferred
• Ability to learn and adapt to new information and technology platforms
• Experience using personal computers, Microsoft Word, Excel and Outlook
• Bilingual in English and Spanish, required
The Lone Star National Bank is committed to providing exceptional customer service and financial solutions. As a Personal Banker I, you will play a key role in building strong relationships with our customers and helping them achieve their financial goals.
Responsibilities
• Provide a welcoming environment and communicate professionally and effectively with customers and other members of the team
• Displays passion for serving others and consistently executes exceptional quality service
• Applies strong critical thinking and problem-solving skills to resolve and/or identify financial solutions for new and existing customers
• Provides a complete range of customer service including opening all types of new accounts, credit cards, and cross-selling of other bank products/services such as self-service banking solutions (ATM, Mobile Banking, etc.)
• Actively contributes to help meet the banking center's goals, as well as individual sales and referral goals by cross-selling and referring customers to bank business partners when more complex financial needs are recognized such as; Commercial Lending, Mortgage, Insurance, Investments, Merchant Services, Wealth Management or Treasury Management
Requirements
• High School Diploma or GED
• Bachelor's degree in business, marketing or related field, preferred
• An equivalent amount of experience in sales, marketing or operations may substitute the degree preference
• (1) year of cash handling experience
• (1) year of Banking experience
• Thorough understanding of corporate business account documentation and consumer loan documentation, including proficiency with BSA and CIP, preferred
• Ability to learn and adapt to new information and technology platforms
• Experience using personal computers, Microsoft Word, Excel and Outlook
• Bilingual in English and Spanish, required
