11 Jobs in Martinsburg, WV
City National Bank is Hiring a Financial Services Representative Near Martinsburg, WV
Essential Functions
- Consistently executes City’s phone, platform and CSR service standards to provide excellent customer service
- Displays a positive and professional attitude at all times
- Actively promotes and sells the bank’s products and services to prospective and existing customers by using City’s customer conversation model to uncover customer needs
- Accurately processes routine banking transactions and service and maintenance requests including, but not limited to, check cashing, deposits, withdrawals, account transfers, loan payments and debit card disputes
- Maintains and balances a working cash supply
- Assists customers with routine maintenance and complex service issues; sees through to complete resolution
- Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed
- Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals
- Develops and maintains customer relationships; actively seeks referral resources from existing customers
- Refers customers to other departments and business partners appropriately
- Maintains an up to date knowledge of bank products and services
- Maintains general knowledge of the competitive environment
- Completes all training within predetermined time limits
- Adheres to all bank regulatory, audit, and compliance policies and procedures
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job
- High school diploma or equivalent
- Demonstrated sales and service skills
- Ability to multi-task, organize, and prioritize to ensure excellent customer service
- Displays professional dress and demeanor
- Personal computer proficiency
- Cash handling experience preferred
- 1-2 years of retail banking experience preferred
- Must be compliant with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes review of the candidate’s financial responsibility, character, and general fitness prior to placement in the role. Within 30 days of employment, employee must comply with NMLS registration and corresponding background check requirements
- Work is generally performed indoors in environmentally-controlled conditions
- Typically the employee may sit to perform the work; however, there may be some standing, walking, bending and lifting 5–10 pounds
- Excellent customer service and sales skills
- Excellent oral communication and listening skills
- Knowledge of (or the ability to learn) the bank’s operating systems, policies and procedures
Job Summary
Full Time
Banking
$47k-61k (estimate)
06/20/2024
07/18/2024
cnb.com
LOS ANGELES, CA
3,000 - 7,500
1968
KELLY COFFEY
$1B - $3B
Banking
Related Companies
About City National Bank
With $70.3 billion in assets, City National Bank provides banking, investment and trust services through locations in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis, Washington, D.C. and Miami*. In addition, the company and its investment affiliates manage or administer $81.3 billion in client investment assets. City National is a subsidiary of Royal Bank of Canada (RBC), one of North Americas leading diversified financial services companies. RBC serves more than 17 million personal, business, public sector and institutional clients thro ...
ugh offices in Canada, the United States and 34 other countries. For more information about City National, visit the companys website at cnb.com. *City National Bank does business in Miami and the state of Florida as CN Bank. Copyright 2021 City National Bank, CNB Member FDIC | All Rights Reserved Equal Housing Lender | NMLSR ID# 536994
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The job skills required for Financial Services Representative include Customer Service, Products and Services, Listening, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
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Maintain comprehensive knowledge of all services and products and update all request on development needs.
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Provide efficient sales, services to customers and monitor sales for all referral objectives.
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To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
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A financial service representative provides financial advice and matches financial products with customers' needs and goals.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
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Opt for more than a basic bank account.
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Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
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Soft skills for financial services representative roles can be of help.
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Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
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Step 3: View the best colleges and universities for Financial Services Representative.
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