opportunity for the right candidate to join a great team at our location in Friday Harbor! We are looking for people who want more than just a job - we are looking for people who want to grow with us in a career with stable employment, upward mobility, and who want to make a difference in their community by building and maintaining customer relationships.
We appreciate our employees and in order to continue serving our customers at the highest level, we continue to strive to become " the place to work" Our Financial Service s Representative in Friday Harbor will build customer relationships, open new accounts and cross-selling banking services. What you need to succeed. Our
goal is to become " the place to bank" so the perfect candidate for this position cares about your customers, greets them with a smile and positive attitude and works with them to meet their financial goals by providing outstanding customer service to help with their banking transactions and suggesting solutions for their financial needs.
This position is full time, and we work bankers' hours, Monday - Friday 8:45 am - 5:45 pm with some potential flexibility. We offer 3 weeks of PTO, and 11 paid holidays, illness leave, and an extra day off when you hit your anniversary date! Salary for this position is $21.42 - $32.13. Wage placement based on qualifications and direct experience
for this position. About Savi Bank We Offer Great Benefits! We offer solid benefits, including 100% paid medical.
We take care of our employees! The wisest investment we make is in our employees. We support them with professional development resources and opportunities for advancement. At Savi Bank, we believe in work-life balance. With perks like employee rally events and holiday parties , there's always something to look forward to. We offer a supportive and flexible work environment. We treat our employees like humans, not robots. You deserve respect, empathy, and trust, and that's what you'll get as a member of our Savi Bank team. Position Summary: This position provides exceptional customer service to existing customers and prospects.
The Financial Services Representative (FSR) will open all deposit accounts, develop relationships, and cross-sell banking services utilizing a needs-based approach. The position will make joint customer and prospect calls with the branch manager, lender, and management as needed. The FSR will process transactions and respond to customer inquiries in a courteous and friendly manner. The position will serve as a backup to the Customer Service Representatives and provide backup to the Customer Service Manager.
Essential Duties and Responsibilities: • Present, cross-sell, and open deposit accounts and other financial products and services • Establish and maintain healthy and ongoing relationships with all customers • Interview new account customers and perform other functions such as setting up records, verifying references, and holding uncollected funds • Meet with Customer Service Manager and Branch Manager consistently to discuss new customers, prospects, and follow-up plans • Develop and maintain an in-depth knowledge of current Bank products and services • Maintain confidentiality when handling customer requests and transactions • Ensure compliance with applicable regulatory requirements and internal policies and procedures • Provide timely and accurate resolutions to account-related issues • Provide backup branch operations duties and functions • Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing systems, issue receipts, cash checks utilizing appropriate verification standards and balance accurately and completely • Place holds on accounts as required and complete appropriate documentation for holds placed • Answer a variety of customer inquiries and maintain a working knowledge of bank services • Comply with Bank policies and procedures, as well as applicable state and federal banking regulations.
Minimum Experience: • High school diploma or equivalent • Banking experience, relationship selling experience, and sales experience • Ability to read, write, speak and understand English well • Strong organizational and time management skills • Ability to work well under pressure Bilingual is a plus! See the full job description attached AAP/EEO Statement Savi Bank provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, interactionual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.
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