Financial Services Representative Supervisor I

Compensation

: $90,760.00 - $174,440.00 /year *

Employment Type

: Full-Time

Industry

: Financial Services - Banking/Investment/Finance



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The Financial Services Representative Supervisor I (FSR Supervisor I) provides direct customer service at a full-service branch. Assists the Branch Manager, Assistant Branch Manager, and/or FSR Supervisor II in day to day operations at the Branch. Acts in a supervisory capacity for purposes of opening and closing the Branch, and providing guidance and support to FSR's for more complex transactions requiring higher level authority. Direct customer service includes: relationship building; servicing current and potential customers; opening accounts; loan originating; managing records; servicing existing accounts; account maintenance; providing safe deposit access; customer transaction activities as needed.

* Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while displaying a caring attitude (GUEST philosophy)
* Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
* Performs basic banking transactions including: processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption
* Fulfills all branch opening and closing activities
* Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner
* Introduces and advises on the Bank's products and services to appropriately meet customer needs
* Proficient in determining customer's existing and prospective financial needs and identifies referrals to other business lines (Investment Services, TAM, Commercial, Cash Management, etc.)
* Proficient in determining customer needs and recommending to the customer the products and services that best meet their needs
* Maintain a working knowledge of product and service offerings including consumer, business, non-profit, retirement, Online Banking, BillPay, debits cards
* Confidently discuss customer lending opportunities and assists customers in preparing loan applications for home equity products and personal loans
* Safeguards customer trust by upholding duty of customer confidentiality
* Must comply with all required regulations, guidelines, and policies
* Timely completion of all assigned learning activities
* Actively participate in branch meetings and one-on-one coaching sessions
* Participation/volunteerism in community groups and events
* Additional duties as assigned

EDUCATION, CERTIFICATIONS:

Bachelor's Degree strongly preferred OR pursuing Bachelor's Degree and minimum of two years of financial services experience

Will be required to obtain NMLS registration and Notary Public designation

KNOWLEDGE, SKILLS & ABILITIES:

* Minimum one year cash handling experience required
* Minimum two years customer service experience
* Prior customer relationship building experience
* Must have cyber security awareness to protect the digital environment, the Bank, and customer

COMPETENCIES:

* Financial Savviness (Conversant in all Business Lines)
* Problem Solving
* Relationship Building Skills
* Proficient Verbal and Written Communication Skills
* Critical Thinking Skills
* Courage
* Technology Savviness/Digital Enthusiast
* Financial Comprehension
* Adaptability and Flexibility
* Sales Aptitude
* Eager Learner
* Learning Agility
* Superior Customer Service


Associated topics: banking service, collection analyst, loan, loan servicing officer, loan underwriter, mortgage loan, mortgage officer, personal banker, personal banker ii, personal banker iv * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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