Account Services Representative jobs in Pueblo, CO
Account Services Representative provides superior customer service to account holders by responding to questions about their account and processing transactions and fills in as teller as needed. May process account openings, closings, and distributions following standard procedures and regulations. Being an Account Services Representative resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative identifies cross-selling opportunities as appropriate, and may refer customers to other bank resources. Requires a high school diploma or equivalent. Typically reports to a manager. The Account Services Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be an Account Services Representative typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Recently Added Account Services Representative jobs
Financial Services Representative III - Pueblo
- PMCUCareerSite
-
Pueblo, CO
FULL_TIME
- POSITION SUMMARY: At Premier Members Credit Union, we live our mission and corporate philosophy daily by demonstrating B.R.A.V.E. - Build Relationships and Add Value Every day. In Branch Operations, we deliver world-class service to all of our members by “Being Premier.” We embrace individuals who believe in being Premier by displaying Member Focus, Going the Extra Mile, Build Strength Through Teamwork, Taking Ownership and Being a Lifetime Learner ESSENTIAL FUNCTIONS: •Build member relationships that deliver value and demonstrate that we care by fostering a positive environment and giving exceptional member service •Presenting oneself in a professional manner in all interactions and communications while displaying the highest level of quality, honesty, integrity, and confidentiality •Maintain member and Credit Union privacy, security, and confidentiality •Responsible and compliant with Regulations, Policies and Procedures •Responsible for outside Business Development, outbound call efforts and participate in PMCU Community Outreach programs •Greet and welcome every member, acknowledge by their name if known •Accountable for day-to-day interactions between members, co-workers, managers, and volunteers •Assist members in achieving financial goals and objectives by offering PMCU products and services •Work with team members, management, departments, and business partners to promote a service culture which provides prompt, accurate and effective member service •Provide additional support and/or overflow assistance to the Contact Center as requested •Exercise appropriate judgment when seeking guidance, support, and/or direction •Knowledgeable of our online and mobile banking to assist members as needed •Perform opening and closing procedures •Assure that proper cash handling procedures and dual controls are being followed according to policy and guidelines •Process a variety of transactions and member service items while providing members with a positive experience each and every time •Responsible and knowledgeable of vault teller duties and functions to include but not limited to balancing vault, cash buys/sells, preparing tickets to Fed, cash orders, CDM and Cash Recycler operation, daily cash levels and balancing •Teller line support will be necessary •Responsible for the completion of month end tasks and branch audits in accordance with procedure •Responsible for ensuring all PMCU quality control standards are consistently achieved •Open new memberships to include but not limited to consumer, minor, business, special entity, CUTMA, trust, estate, memorial, probate, and representative payee, IRA/HSA •Responsible for loan generation and goal requirements set forth by the Credit Union through in branch member traffic and business development opportunities •Responsible for HELOC generation • Assist members with all lending needs by accepting all loan applications and collecting required documentation to present a concise summary to underwriting • Perform loan closings and system related maintenance on all loans as needed • Responsible for account maintenance on opened and close accounts • Responsible for all member service necessary to exceed the member expectations • Provide training, mentoring, and coaching for the frontline staff • Complete frontline staff scheduling always ensuring adequate coverage • Serves as a back up to the Branch Manager to include but not limited to; daily operations, sales, and member escalations when they are out of the office • Perform all duties and works independently with minimal supervision • Perform other duties as required or assigned KNOWLEDGE, EDUCATION AND SKILL REQUIREMENTS: • High school diploma, GED or equivalent • 2 years financial experience with a minimum of one year lending experience preferred, but not required • Demonstrate proficiency in math, cash handling and problem solving • Excellent communication and member service skills • High level of accuracy and attention to detail • Excellent computer skills to include but not limited to Microsoft, Outlook, Word and Excel • Knowledge of regulatory and legal requirements • Ability to pass CO state Notary Certification Program and STAMP Program and perform Notary and Medallion Signature Guarantee services • NMLS required WORKING CONDITIONS • Standard office conditions • May require long periods of standing • Ability to lift 25 pounds in limited situations • Long periods of computer and member interactions In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. The Credit Union believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This Job Description is not a complete statement of all duties and responsibilities of this position and may change with or without notice.
- 5 Days Ago
Commercial Lines Account Manager (Farm/Ranch Niche)
- Mountain West Insurance & Financial Services, LLC
-
Alamosa, CO
FULL_TIME
- As a Commercial Lines Account Manager you will effectively verify the accuracy of policies and endorsements for commercial accounts. Systematically process received client information to ensure the co...
- 18 Days Ago
Teller- Financial Services Representative I - Pueblo
- Premier Members Credit Union
-
Pueblo, CO
FULL_TIME
- Job Description: As The Artisans of Banking, we strive to be B.R.A.V.E. (Build Relationships & Add Value Everyday). We recognize that in order to meet the needs of our communities, we must represent o...
- 1 Day Ago
Patient Services Representative - Float (Full Time)
- Rocky Mountain Eye Center
-
Pueblo, CO
FULL_TIME
- JOB TITLE: Patient Services Representative - FloatLOCATION: All (Pueblo, Cañon City, & Trinidad)DEPARTMENT: Clinical REPORT TO: Director of Administrative ServicesFLSA STATUS: Full Time, Nonexempt, Ho...
- 27 Days Ago
Customer Service Representative (Loan Consultant I)-Temporary/Permanent
- Lendmark Financial Services
-
Pueblo, CO
TEMPORARY
- At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and und...
- 27 Days Ago
$21.00 hr/ Peak Time Part-time 29 hours Financial Services Representative I - Pueblo
- Premier Members Credit Union
-
Pueblo, CO
PART_TIME
- Job Description: As The Artisans of Banking, we strive to be B.R.A.V.E. (Build Relationships & Add Value Everyday). We recognize that in order to meet the needs of our communities, we must represent o...
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0 Account Services Representative jobs found in Pueblo, CO area
Business Development Representative
- Frontier Business Products
-
Pueblo, CO
- Are you ready to start a career in Tech Sales? Do you thrive on success and the ability to help local businesses succeed...
- 4/26/2024 12:00:00 AM
Outside Sales Rep- Power & HVAC
- United Rentals, Inc.
-
Colorado Springs, CO
- Great company. Great people. Great opportunities. If you'd like the chance to make your mark with the world's largest eq...
- 4/26/2024 12:00:00 AM
Sales Associate - Full Time - Salary Non-Exempt - Experienced Required
- Great Wolf Resorts, Inc.
-
Colorado Springs, CO
- ** Sales Associate - Full Time - Salary Non-Exempt - Experienced Required** **Job Category****:** Sales **Requisition Nu...
- 4/26/2024 12:00:00 AM
Field Service Client Administrator
- Aventiv Technologies, LLC
-
Pueblo, CO
- Welcome to Aventiv! Please watch this brief video to find out if this is the place you want to be! https://vimeo.com/391...
- 4/26/2024 12:00:00 AM
Client Relationship Manager
- Concepts In Millwork Inc.
-
Colorado Springs, CO
- Concepts In Millwork Inc. is looking for an experienced Client Relationship Manager to add to our Team!We offer a great ...
- 4/23/2024 12:00:00 AM
Sales Representative - Facility Services
- Cintas Corporation
-
Colorado Springs, CO
- Title: Sales Representative - Facility Services Location: Colorado Springs, CO, US, 80907 **Job Description** Cintas is ...
- 4/22/2024 12:00:00 AM
Sports Medicine - Sales Associate - Colorado Springs, CO
- Stryker
-
Colorado Springs, CO
- Work Flexibility: Field-based The company Stryker is one of the world's leading medical technology companies and togethe...
- 4/22/2024 12:00:00 AM
Contractor Sales Representative
- Foxworth-Galbraith Lumber Company, Inc.
-
Colorado Springs, CO
- ** Contractor Sales Representative** **Job Category****:** Sales **Requisition Number****:** CONTR03406 Showing 1 locati...
- 4/22/2024 12:00:00 AM
About Pueblo, Colorado
Pueblo /ˈpwɛbloʊ/ is a home rule municipality that is the county seat and the most populous city of Pueblo County, Colorado, United States. The population was 106,595 in 2010 census, making it the 267th most populous city in the United States and the 9th largest in Colorado. Pueblo is the heart of the Pueblo Metropolitan Statistical Area, totaling over 160,000 people and an important part of the Front Range Urban Corridor. As of 2014, Pueblo is the primary city of the Pueblo–Cañon City combined statistical area (CSA) totaling approximately 208,000 people, making it the 134th largest in the nat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Account Services Representative jobs
$37,152 to $45,979
Pueblo, Colorado area prices
were up 2.3% from a year ago
were up 2.3% from a year ago