Financial Services Specialist- Audubon

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Participate in daily operational function of branch, responsible for delivery of superior quality teller service to clients while adhering to corporate, regulatory and audit guidelines. Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Cross-trained to support basic sales and service transactions.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Ensures a consistent client service experience through primarily handling clients’ transactional needs, including accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits, issuing money orders, cashier’s checks and redeeming savings bonds.
2. Perform more complex transactions (with assistance as necessary) such as: large commercial deposits, close out transactions, cash advances.
3. Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation and an Enthusiastic Positive Attitude while conducting transactions and uncovering needs.
4. Supports team sales process by making client calls, checking for client offers, and referring clients to the appropriate branch team member or specialist when a non-transactional client needs or opportunity is identified.
5. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
6. Commits to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Proactively engages clients in conversation, assisting with making appropriate product recommendations, and serving as a backup contact for opening and servicing basic accounts or referring the client to other internal specialists.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High school diploma or equivalent education
2. 1.5 years of teller or cash handling or client service experience
3. Good interpersonal and communication skills, including a desire to interact with clients and prospects
4. Ability to use office equipment and perform basic mathematical functions
5. Willing and able to follow written and verbal instructions and work under established guidelines
6. Demonstrated ability to deliver excellent client service and provide team support
7. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
8. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:
1. Demonstrated ability to uncover referral opportunities
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Demonstrated ability to handle multiple priorities under time constraints
4. General understanding of bank operations, policies and procedures

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