Senior Financial Services Representative - Colmar Office
The Senior Financial Services Representative is responsible for managing the workflow of the teller customer service counter.
This includes the oversight, development, and coaching of teller staff, as well as performing branch functions related to transaction processing, ATM, and TCR daily settlement.
GENERAL DUTIES AND
Responsibilities:
Models Q2 Service and Sales programs with creativity and energy such that goals are achieved and quality standards are met or exceeded.
Takes personal initiative and is a positive example for others to emulate.
Responsible for directing the workflow of the customer service counter.
Including oversight, development, and coaching of staff in order to ensure the on-going level of productivity and customer service, as well as fair and equitable distribution of work assignments.
Ensures daily office settlement.
Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner.
Evaluates customer needs through the use of open-ended questions and refers customers to the appropriate resource.
Opens, closes, and services every type of deposit product at various branch locations.
Take and disburse consumer loans as necessary.
Perform branch functions requiring an in-depth knowledge of branch transactions.
Including but not limited to performs paying and receiving Financial Service Representative functions accurately balances cash drawer and/or a Teller Cash Recycler (TCR) at the end of the day, ATM, Vault Settlement, etc.
Ensures that prescribed schedules and operating policies and procedures are followed.
Assists in the training of personnel and may be a member of a committee (i.
e.
safety committee) and train personnel on the information obtained from attending committee meetings.
Assists in making recommendations regarding performance ratings for other staff.
Responsible for running the branch in the absence of the Branch Manager and Assistant Manager in an effective and professional manner.
Opening and closing the branch as needed.
Models QNB's Sales and Services Excellence.
Takes personal initiative and is a positive example for others to emulate.
Able to relate to other people beyond giving and receiving instructions.
Available to present at QNB General Product Knowledge workshops and Q2 Service and Sales meetings as necessary.
Completes assigned compliance training in a timely manner and demonstrates the ability to apply training to their duties and responsibilities including their supervision of other employees.
Supportive of community through involvement and participation in local volunteer and/or charitable organizations.
Required availability during all operating branch hours, which can include holidays and weekends.
Assumes additional job-related duties as requested.
REQUIRED TRAINING, EXPERIENCE AND EDUCATION:
Must be proficient in all aspects of job.
Regularly required to stand for prolonged periods of time - all day if necessary.
Successful in motivating team members in all aspects of QNB's Service Excellence.
Ability to lift and maneuver 25-30-pound coin bags.
Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs.
Requires basic reading, writing and arithmetic skills.
Completion of high school, vocational training or equivalent.
(Completion of some college courses preferred).
Must have strong product knowledge and actively champion and coach for Q2 Sales and Service, referrals and product campaigns.
Fulfill QNB compliance in operations and security procedures by adhering to government regulations, QNB policy, and established procedures.
Successful completion of any two PBA courses as recommend by Branch Manager (final grade of C or higher).
Must fulfill re-certification of FSRII checklist requirements annually.
Supervisory experience.
This position requires compliance with the S.
A.
F.
E.
Mortgage Licensing Act of 2008 and all related regulations.
Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
Recommended Skills Coaching And Mentoring Communication Consultative Selling Creativity Customer Demand Planning Customer Relationship Management Estimated Salary: $20 to $28 per hour based on qualifications.
This includes the oversight, development, and coaching of teller staff, as well as performing branch functions related to transaction processing, ATM, and TCR daily settlement.
GENERAL DUTIES AND
Responsibilities:
Models Q2 Service and Sales programs with creativity and energy such that goals are achieved and quality standards are met or exceeded.
Takes personal initiative and is a positive example for others to emulate.
Responsible for directing the workflow of the customer service counter.
Including oversight, development, and coaching of staff in order to ensure the on-going level of productivity and customer service, as well as fair and equitable distribution of work assignments.
Ensures daily office settlement.
Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner.
Evaluates customer needs through the use of open-ended questions and refers customers to the appropriate resource.
Opens, closes, and services every type of deposit product at various branch locations.
Take and disburse consumer loans as necessary.
Perform branch functions requiring an in-depth knowledge of branch transactions.
Including but not limited to performs paying and receiving Financial Service Representative functions accurately balances cash drawer and/or a Teller Cash Recycler (TCR) at the end of the day, ATM, Vault Settlement, etc.
Ensures that prescribed schedules and operating policies and procedures are followed.
Assists in the training of personnel and may be a member of a committee (i.
e.
safety committee) and train personnel on the information obtained from attending committee meetings.
Assists in making recommendations regarding performance ratings for other staff.
Responsible for running the branch in the absence of the Branch Manager and Assistant Manager in an effective and professional manner.
Opening and closing the branch as needed.
Models QNB's Sales and Services Excellence.
Takes personal initiative and is a positive example for others to emulate.
Able to relate to other people beyond giving and receiving instructions.
Available to present at QNB General Product Knowledge workshops and Q2 Service and Sales meetings as necessary.
Completes assigned compliance training in a timely manner and demonstrates the ability to apply training to their duties and responsibilities including their supervision of other employees.
Supportive of community through involvement and participation in local volunteer and/or charitable organizations.
Required availability during all operating branch hours, which can include holidays and weekends.
Assumes additional job-related duties as requested.
REQUIRED TRAINING, EXPERIENCE AND EDUCATION:
Must be proficient in all aspects of job.
Regularly required to stand for prolonged periods of time - all day if necessary.
Successful in motivating team members in all aspects of QNB's Service Excellence.
Ability to lift and maneuver 25-30-pound coin bags.
Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs.
Requires basic reading, writing and arithmetic skills.
Completion of high school, vocational training or equivalent.
(Completion of some college courses preferred).
Must have strong product knowledge and actively champion and coach for Q2 Sales and Service, referrals and product campaigns.
Fulfill QNB compliance in operations and security procedures by adhering to government regulations, QNB policy, and established procedures.
Successful completion of any two PBA courses as recommend by Branch Manager (final grade of C or higher).
Must fulfill re-certification of FSRII checklist requirements annually.
Supervisory experience.
This position requires compliance with the S.
A.
F.
E.
Mortgage Licensing Act of 2008 and all related regulations.
Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
Recommended Skills Coaching And Mentoring Communication Consultative Selling Creativity Customer Demand Planning Customer Relationship Management Estimated Salary: $20 to $28 per hour based on qualifications.
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