Financial Intake Specialist jobs in Dallas, TX

Summary:

We are looking for talented, hardworking, and detail-oriented individuals for our Financial Center Operations Specialist position. At Independent Financial, you will have an opportunity to make a difference in the community by helping our clients and providing quality service. If you want to become a part of a growing company and collaborative culture, we would love to talk to you.

Responsibilities:

• Serve as an operational subject matter expert and provide support to Teller and Service Associate staff by reviewing complex customer transactions and providing guidance, overrides, and approvals as required

• May assist Financial Center Assistant Manager with or lead financial center audit processes, training, and shift scheduling of financial center staff

• Maintain knowledge needed to promote and discuss financial products and services offered by the bank, and to ensure regulatory and safety policies and procedures are met

• Open new accounts including but not limited to checking, savings, CD's, IRAs, and Business accounts

• Process maintenance, operations, and correspondence services for new and existing accounts

• Offer excellent service and build strong rapport with customers to develop and maintain strong relationships and trust

• Actively participate in meeting financial center sales goals by participating in workplace banking events, cross-selling applicable financial products and services to meet customers' needs, and referring customers to other lines of bank business to expand existing relationships

• Perform duties of Financial Center Teller, to include balancing cash drawer daily, assisting with balancing vault and ATM, and providing various account services to customers

Qualifications:

• High school diploma or equivalent education certificate (GED)

• Minimum of 3 years of experience in a sales and service environment involving cash handling and face-to-face customer service interaction.

• Minimum of 3 years of new accounts experience (with a bank) required

• Minimum of 1 year in a lead or supervisory role

• Strong organizational, interpersonal, communication, and customer relation skills

Benefits:

• Competitive starting pay rate of at least $22.00/hour

• Full time employees are eligible for medical, dental and vision insurance effective on the first of the month following date of hire

• Eligible for 401k. Will match 100% of the first 6% of your contribution

• Tuition reimbursement of up to $3,000 per calendar year

Job Details:

To all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes.