PT Financial Center Service Representative

Job Description

BASIC FUNCTION

Financial Center Service Representative (FCSR) is responsible for processing a variety of financial transactions including check cashing, withdrawals, deposits and loan payments. This position is responsible for managing and balancing a cash drawer and preparing daily paperwork according to branch procedures. The FCSR is responsible for engaging clients during their transaction to identify any customer needs and refer them over to the platform for fulfillment. The FCSR is responsible for providing an extraordinary customer experience by executing Spencer’s customer service behaviors with every client interaction. They also assist the Assistant Financial Center Manager with teller line and end of day proof functions. Works under general supervision.

MAJOR RESPONSIBILITIES

Operates a teller window to process all types of banking transactions including deposits, withdrawals, payments, buy/sell cash and cashier’s checks

Responsible for providing a consistent extraordinary client experience by executing on Spencer’s customer service behaviors

Researches and resolves all transaction errors that occur and engages management support when needed

Executes the internal sales process by engaging the customer in conversation during the customer transaction to identify needs and refers them to the platform

Operates within the confines of the bank’s compliance and operational policy and procedures

Diligently completes all necessary paperwork such as CTRs, SARs etc… accurately and in a timely manner

Assists Assistant Financial Center Manager with end-of-day branch proof tasks including ATM and Vault

Participates in internal and external branch events as well as local community events

Must be able to work a flexible hourly schedule as requested

May be asked to travel & work at other branches in the network

Presents a professional image

Provides access to safe deposit boxes

Opens and/or closes branch with management

Perform other duties as required

JOB REQUIREMENTS

Education:

High school diploma or GED

Experience:

6 months - 2 years in a retail sales/service environment preferred