Portland, OR
Sr. Financial Services Representative
Job Description
KORE1, a nationwide provider of technical staffing and financial recruiting solutions, has an immediate opening for a Sr. Financial Service Representative.
Summary:
The Sr. Financial Services Representative opens new consumer and non-personal accounts with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Sr. Financial Services Representative educates clients on the features and benefits of bank products and services, works to help identify their needs, and when appropriate refers clients to other team mem members within the bank. Attends training and demonstrates a strong knowledge of policies and procedures to ensure compliance with the laws and regulations governing financial institutions; including the Bank Secrecy Act (BSA), Anti Money Laundering (AML) legislation, the Office of Foreign Assets Control (OFAC), Consumer Privacy, Information Security, Bank Protection Act and various other regulations.
Responsibilities:
- Assists clients in opening all types of personal and non-complex non personal checking, savings and certificate of deposit accounts. Complies with CIP standards and reviews all new account documentation for accuracy, insuring complete compliance with Bank policies and procedures serving as a first line of defense for risk management.
- Has a thorough knowledge of bank products and services and educates clients on features and benefits, profiling for the appropriate product needs providing all applicable disclosures, brochures and other information in compliance with all regulatory and bank policies and procedures.
- Performs follow up with clients to ensure satisfaction.
- Proactively responds to incoming calls assisting with client requests and resolving client issues.
- Works with Branch Service Manager to provide support in all areas of branch operations including new account, teller, and safe deposit box.
- Proactively assists consumer and business customers in selection of more complicated account needs.
- Ability to review and understand the documentation needed for different types of sophisticated business accounts in order to satisfy the Bank's requirements.
- May maintain a cash drawer to support teller transactions.
- Assist with client service requests and process account maintenance within assigned authority.
- Ensures that all documents supporting address changes and debit card maintenance are in place.
- Responsible for reviewing and verifying daily reports assigned by management.
- May perform notary duties.
Requirements:
- 2+ years of Banking experience including New accounts.
- Horizon Systems experience preferred.
- Excellent customer service and communication skills
ABOUT KORE1
Specializing in financial and technical recruiting, KORE1 is committed to supporting top Banking and Financial professionals in their career paths. We build deep relationships with leading companies, connecting them to exceptional talent every day. With extensive industry expertise and unmatched opportunities, our goal is to provide a unique experience for our contractors and consultants as they prepare for their next role. We are passionate about matching the right people with the right companies.
Specializing in financial and technical recruiting, KORE1 is committed to supporting top Banking and Financial professionals in their career paths. We build deep relationships with leading companies, connecting them to exceptional talent every day. With extensive industry expertise and unmatched opportunities, our goal is to provide a unique experience for our contractors and consultants as they prepare for their next role. We are passionate about matching the right people with the right companies.
Kore1 provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Kore1 complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Kore1 expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Kore1's employees to perform their job duties may result in discipline up to and including discharge.
Recommended Skills
- Anti Money Laundering
- Bank Secrecy Act
- Banking Services
- Communication
- Consumer Privacy
- Customer Service
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