What are the responsibilities and job description for the Financial Services Representative position at The Cooperative Bank of Cape Cod?
Job Description:
We are seeking a motivated candidate to join our team as a Relationship Banker II. As the primary customer contact, you will cultivate customer relationships by offering centralized and comprehensive banking services to enhance the customer experience and product recommendations. Additional responsibilities include accurately processing financial transactions, providing product education, opening and servicing accounts, and resolving account discrepancies.
Key Responsibilities:
We are seeking a motivated candidate to join our team as a Relationship Banker II. As the primary customer contact, you will cultivate customer relationships by offering centralized and comprehensive banking services to enhance the customer experience and product recommendations. Additional responsibilities include accurately processing financial transactions, providing product education, opening and servicing accounts, and resolving account discrepancies.
Key Responsibilities:
- Proactively initiate contact with customers to determine banking needs.
- Accurately process a variety of transactions, including deposits, withdrawals, and payments.
- Respond to customer inquiries with a positive attitude and refer problems or concerns to appropriate personnel for further action.
- Cross-sell the bank's products and services by tailoring recommendations after exploring customer financial necessities and goals.
- Demonstrate and provide customer training and support with all mobile and online banking programs.
- High School Diploma / GED required; Associates Degree in business or related field preferred.
- One to three years of previous retail banking experience in a Teller or Relationship Banker I role preferred.
- Ability to maintain confidentiality with tact and diplomacy.
