What are the responsibilities and job description for the Universal Financial Representative position at Security State Bank and Trust?
Role Overview:
As a Universal Financial Representative with Security State Bank and Trust, you will serve as a liaison between customers and our banking systems, providing exceptional customer experiences and ensuring the smooth operation of our financial transactions. Your primary responsibilities will include:
- Providing customer support and resolving issues in a timely and professional manner
- Maintaining accurate records of customer transactions and interactions
- Processing deposits and loan payments, cashing checks and savings withdrawals, and performing other financial transactions
- Assisting customers with questions and issues related to banking products and services
- Emulating SSB&T Core Values and upholding the highest standards of customer service
Requirements:
To be successful in this role, you must have:
As a Universal Financial Representative with Security State Bank and Trust, you will serve as a liaison between customers and our banking systems, providing exceptional customer experiences and ensuring the smooth operation of our financial transactions. Your primary responsibilities will include:
- Providing customer support and resolving issues in a timely and professional manner
- Maintaining accurate records of customer transactions and interactions
- Processing deposits and loan payments, cashing checks and savings withdrawals, and performing other financial transactions
- Assisting customers with questions and issues related to banking products and services
- Emulating SSB&T Core Values and upholding the highest standards of customer service
Requirements:
To be successful in this role, you must have:
- Banking experience is required
- Excellent customer service skills
- High School Diploma or General Education Diploma (GED)
- Ability to handle large amounts of currency with speed and accuracy
- Good organizational, interpersonal, and communication skills
- Working knowledge of Microsoft Word and Excel
- Excellent typing skills
- Ability to obtain a Notary Public Commission
- Must be able to multi-task
- Understanding of various types of deposit accounts and related regulations
- Understanding of various types of loan products and related regulations
