Financial Services Representative - IronStone Bank (Portland, Oregon)
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Job Title
Financial Services Representative
Job Details
City: Portland
State: Oregon
Country: USA
State: Oregon
Country: USA
Company Name: IronStone Bank
Job Category: Accounting/Finance
Job Category: Accounting/Finance
Job Description
POSITION DETAIL
Title: Financial Services Representative I
Status: Full-Time Non-Exempt
Job Code: 8411
Days/Hours: Monday - Friday 8:00 - 5:00
LOCATION
Branch/Dept: Lake Oswego
Address: 8 Centerpointe Drive, Suite A, Lake Oswego, OR
State-City: US-OR-->
REQUIREMENTS
Education: High School Diploma
Experience: 1 year
High School diploma or GED plus at least one year of experience in a sales/customer service representative capacity or comparable work experience. Valid state issued drivers license with a good driving record.
Other Required Qualifications:
Possess a general knowledge of features and benefits of various bank deposit and credit products.
Possess basic selling and referral skills and strong service skills to effectively sell and service the Banks products and make qualified referrals to bank partners.
DESCRIPTION
The FSR I serves in the dual role of selling bank services inside the branch and processing traditional teller transactions, serving as a back-up to the FSR II.
This associate assists in customer acquisition activities, generating daily retail sales from new and existing customers through execution of the branch's marketing and business development plan, providing information concerning products and services offered by the Bank, and providing high quality customer service for all customers. This is an in-house sales position that focuses on deposit products, pre-approved credit products and fee based services. This position has high customer contact.
The FSR will also provides courier service to our clients for deposit transactions and document delivery. Generates deposit and retail sales and referrals from existing customers by advising clients of additional Ironstone Bank products and services. Also will be the general courier for internal associate requests that may include delivery of loan documents, proof work, daily mail, customer correspondence, etc.
Principal Accountabilities:
Actively sell the Banks consumer and business products and services in a professional manner. This includes all deposit products, pre-approved credit products and fee-based services; and meet the Banks established minimum performance levels for this position. Refer loan customers to the appropriate bankers (e.g. mortgage, retail, business, commercial); identify potential customers and refer business to bank partners in other lines of business, maintaining established levels of qualified referrals.
Market the Banks services via telephone and correspondence in a professional, sales-oriented manner and maintain an active prospect list for telemarketing to meet established goals. Refer customers as necessary to business lending partners or other bank representatives from other lines of business.
Answer questions and resolve problems for customers concerning all services provided by the Bank; identify the problem, collect data, secure answers and report results to the inquiring party and work with the Service/Operations Supervisor or other associates as necessary; and practice the Sundown Rule (i.e., return calls, respond to the customer within the day, etc.) when possible.
Provide information to customers regarding the Banks products and services; gather pertinent customer information, open new accounts and prepare documentation as necessary, ensuring that all new accounts are properly set up and processed.
Perform basic teller transactions such as:
- Receive checks and cash for deposit to savings and checking accounts; verify deposit amounts; examine checks for endorsement and negotiability
- Receive checks and saving withdrawals for cashing within limits established by manager, Area Operations; verify signatures and customer account balances; and inspect all checks, bonds, money orders.
- Count cash drawer, research and locate outages.
Foster teamwork with fellow associates in the branch and in the bank as a whole. Maintain helpful and courteous interactions with others and keep communication lines open.
Adhere to all federal regulations and bank policies; keep current on bank procedures via the Banks resources and required training.
Responsible for the daily pickup of deposits, loan payments and any other requests, for IronStone Bank customers.
Delivers various bank related correspondence to vendors.
Delivers interoffice mail, proof work and other bank related documentation to all branches
IronStone Bank Associates specialize in meeting the financial needs of individuals, small to mid-sized businesses, professionals and the medical community. We're dedicated to providing exceptional service and helping our customers achieve their financial goals and a lifetime of success. IronStone has offices in key markets in Georgia, Florida, Texas, Colorado, New Mexico, Arizona, California, Washington, Oregon, Kansas, Missouri, and Oklahoma. We offer an exceptional opportunity for learning and career advancement for highly motivated individuals. For more information, visit www.ironstone.com.
EOE/AA/M/F/D/V.
Title: Financial Services Representative I
Status: Full-Time Non-Exempt
Job Code: 8411
Days/Hours: Monday - Friday 8:00 - 5:00
LOCATION
Branch/Dept: Lake Oswego
Address: 8 Centerpointe Drive, Suite A, Lake Oswego, OR
State-City: US-OR-->
REQUIREMENTS
Education: High School Diploma
Experience: 1 year
High School diploma or GED plus at least one year of experience in a sales/customer service representative capacity or comparable work experience. Valid state issued drivers license with a good driving record.
Other Required Qualifications:
Possess a general knowledge of features and benefits of various bank deposit and credit products.
Possess basic selling and referral skills and strong service skills to effectively sell and service the Banks products and make qualified referrals to bank partners.
DESCRIPTION
The FSR I serves in the dual role of selling bank services inside the branch and processing traditional teller transactions, serving as a back-up to the FSR II.
This associate assists in customer acquisition activities, generating daily retail sales from new and existing customers through execution of the branch's marketing and business development plan, providing information concerning products and services offered by the Bank, and providing high quality customer service for all customers. This is an in-house sales position that focuses on deposit products, pre-approved credit products and fee based services. This position has high customer contact.
The FSR will also provides courier service to our clients for deposit transactions and document delivery. Generates deposit and retail sales and referrals from existing customers by advising clients of additional Ironstone Bank products and services. Also will be the general courier for internal associate requests that may include delivery of loan documents, proof work, daily mail, customer correspondence, etc.
Principal Accountabilities:
Actively sell the Banks consumer and business products and services in a professional manner. This includes all deposit products, pre-approved credit products and fee-based services; and meet the Banks established minimum performance levels for this position. Refer loan customers to the appropriate bankers (e.g. mortgage, retail, business, commercial); identify potential customers and refer business to bank partners in other lines of business, maintaining established levels of qualified referrals.
Market the Banks services via telephone and correspondence in a professional, sales-oriented manner and maintain an active prospect list for telemarketing to meet established goals. Refer customers as necessary to business lending partners or other bank representatives from other lines of business.
Answer questions and resolve problems for customers concerning all services provided by the Bank; identify the problem, collect data, secure answers and report results to the inquiring party and work with the Service/Operations Supervisor or other associates as necessary; and practice the Sundown Rule (i.e., return calls, respond to the customer within the day, etc.) when possible.
Provide information to customers regarding the Banks products and services; gather pertinent customer information, open new accounts and prepare documentation as necessary, ensuring that all new accounts are properly set up and processed.
Perform basic teller transactions such as:
- Receive checks and cash for deposit to savings and checking accounts; verify deposit amounts; examine checks for endorsement and negotiability
- Receive checks and saving withdrawals for cashing within limits established by manager, Area Operations; verify signatures and customer account balances; and inspect all checks, bonds, money orders.
- Count cash drawer, research and locate outages.
Foster teamwork with fellow associates in the branch and in the bank as a whole. Maintain helpful and courteous interactions with others and keep communication lines open.
Adhere to all federal regulations and bank policies; keep current on bank procedures via the Banks resources and required training.
Responsible for the daily pickup of deposits, loan payments and any other requests, for IronStone Bank customers.
Delivers various bank related correspondence to vendors.
Delivers interoffice mail, proof work and other bank related documentation to all branches
IronStone Bank Associates specialize in meeting the financial needs of individuals, small to mid-sized businesses, professionals and the medical community. We're dedicated to providing exceptional service and helping our customers achieve their financial goals and a lifetime of success. IronStone has offices in key markets in Georgia, Florida, Texas, Colorado, New Mexico, Arizona, California, Washington, Oregon, Kansas, Missouri, and Oklahoma. We offer an exceptional opportunity for learning and career advancement for highly motivated individuals. For more information, visit www.ironstone.com.
EOE/AA/M/F/D/V.
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