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Financial Services Representative

Company: SmartFinancial, Inc.
Location: Fairhope
Posted on: January 16, 2022

Job Description:

Financial Services Representative
A career at SmartBank is more than just a job, it is a family where values are upheld and hard work is recognized. Our SmartBank team of associates are trustworthy, loyal and innovative. We have been supporting our customers for over 10 years in Tennessee, Alabama, and Florida and are continuing to grow. We empower our associates to treat our customers with care and to be involved in the communities we support. We build exceptional value by fostering a work environment that respects individual needs, establishes high expectations and recognizes achievement - It is the SmartBank way.
SmartBank Associates enjoy an AMAZING benefits package that includes - company apparel, medical, dental, vision, long and short term disability, 401(k), EAP, life insurance and paid time off (PTO).
Our Financial Services Representative will be held accountable for:

  • Upholds SmartBank Core Values and Core Purpose.
  • Adheres to and embraces the SmartBank Way by Acting Smart, Looking Smart and Being Smart.
  • Willingly participates in daily Lobby Management duties which include being a client greeter; offering hospitality items; making warm introductions ; replenishing water, coffee items and fruit as needed for clients and guests.
  • Serves as the Bank's primary contact with its clients, both in providing services and in routing inquiries to appropriate personnel.
  • Accurately receives deposits and payments for all types of SmartBank accounts, verifies cash and negotiability of checks and issues receipts, giving credit for funds according to Bank policies. Provides clients with account information.
  • Cashes checks and accepts withdrawal requests in accordance with Bank policies, referring questionable transactions to supervisor for approval.
  • Provides special services as needed; including, redeeming US Savings Bonds, issuing Official Checks, coin deposits and coin orders.
  • Processes payments for SmartBank credit cards, local utilities, and other services. Ensures that payment information is transmitted to appropriate agencies by daily cut-off.

    Ideal candidates for the role will include:

    • High School Diploma or equivalent required.
    • Cash handling experience required.
    • Excellent customer service skills.

Keywords: SmartFinancial, Inc., Mobile , Financial Services Representative, Accounting, Auditing , Fairhope, Alabama

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