Account Services Representative

First Southern Bank
$31,734 - $39,944 a year
Levy County, Florida
Full time
3 days ago

Deep Roots, Home Grown, Still Growing… We’re Hiring! Our mission is to deliver valuable and tailored solutions to our broad family of customers in an environment of approachability and excellence. We are looking for a team member who is focused on delivering passionate and consistent excellence, being a great team player, and embracing a diversity of ideas.

FSB Bank is looking for an Account Services Representative to join our team in Bronson! The Account Services Representative’s responsibilities include providing exceptional customer service to our current and prospective customers, process all transactions accurately and efficiently in accordance with our established policies and procedures, preparing and/or reviewing loan approvals, build strong relationships with customers to identify their financial needs and maintain knowledge of our products and services, and open new accounts as appropriate.

Essential Duties and Responsibilities:

  • Provide the highest level of customer service in a positive, courteous, and enthusiastic manner to associates, customers and the community
  • Build and maintain relationships with customers; identify customer needs and provide education on our products and services
  • Identify and serve customers with account transactions
  • Review documents received for each loan file, verifying the accuracy and completeness of each document
  • Prepare loan renewal, extension, and modification requests, process loan withdrawals and denials
  • Receive and record cash, checks, and payments
  • Process cash and check withdrawals
  • Assists customers with opening and closing of accounts
  • Reconcile cash drawers
  • Maintain a strong working knowledge and adhere to bank policies, procedures, and systems
  • Performs account maintenance and ensures accuracy by timely follow up and verifications

Requirements:

  • Minimum education – High School diploma or equivalent
  • 2+ years of customer service experience; highly preferred in a financial institution
  • Excellent computer and communication skills (in person, phone, and email)
  • Strong analytical skills with high attention to detail and passion for excellence
  • Ability to operate in a team environment to accomplish shared goals
  • Ability to prioritize workday efficiently while delivering high-level results in a fast-paced environment
  • Friendly, courteous, and professional disposition; ability to influence and drive results, processes, and performance

Equal Opportunity Employer Veterans/Disabled

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