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Job description
Description
Job Summary
As a Financial Services Associate, you will be the first point of contact for our clients, providing friendly, efficient, and accurate service. You’ll assist with routine banking transactions, promote financial products, and help customers achieve their financial goals.
Key Responsibilities
Process routine financial transactions accurately, including: Deposits, withdrawals, check cashing, loan payments, and transfers
Balance cash drawer daily and maintain accuracy within established tolerances
Identify client needs and make appropriate referrals to other bank products and services
Follow all bank policies, procedures, and security protocols
Comply with applicable laws and regulations, including BSA/AML and privacy requirements
Provide friendly, professional service and assist in resolving basic client inquiries
Maintain confidentiality of client information
Support branch operations as needed, including lobby coverage and operational tasks
Requirements
Qualifications
High school diploma or equivalent required
Prior cash-handling or customer service experience preferred
Strong attention to detail and basic math skills
Effective communication and interpersonal skills
Ability to learn banking systems, products, and procedures
Reliable attendance and punctuality
Ability to work flexible hours, including Saturdays.
Preferred Skills
Bilingual (Spanish, etc.) is a plus.
Familiarity with financial products such as checking, savings, loans, and credit cards.
Sales or referral experience in a customer-facing role.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.