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Financial Center Operations Specialist

Company: Independent Bank
Location: Pearland
Posted on: May 2, 2021

Job Description:

Independent Bank TX - Pearland - 77581 - 4605 West Broadway Full time R577The purpose of the Financial Center Operations Specialist position is to provide superior and quality service under limited supervision to customers through efficient and accurate financial transaction processing. This position will also actively participate in referring products and services to customers based on their financial needs.

Responsibilities:

Assist customers by processing a variety of financial transactions efficiently and accurately according to established Bank policies and procedures


  • Open routine and complex new accounts, including but not limited to checking, savings, CD's, IRA's, Business

  • Process maintenance, operations and correspondence for new and existing accounts

  • Provide account services to customers by receiving deposits, verifying cash and endorsements, cashing checks, accepting savings deposits and withdrawals

  • Verify customer identity, endorsements, and signatures while maintaining alertness for forgeries, stop payments, fraudulent items, and false identification

  • Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty

    Actively participate in meeting financial center growth initiatives offering referrals and services to new and existing clients

    • Acquire, expand, and retain client relationships with existing clients and prospects to achieve target objectives

    • Participate in weekly coaching sessions with financial center leadership

    • Conduct discussions with existing clients and prospects to understand background and identify banking needs through effective profiling; clearly communicate potential solutions

    • Participate in workplace banking events

    • Cross-sell all products and services to meet clients' needs and achieve strategic objectives and retention goals

    • Refer to other lines of business in order to expand new and existing relationships

      Demonstrate knowledge and understanding of new account and teller systems; maintaining technical expertise of current products

      • Maintain the required knowledge of products, services, policies and procedures, and other compliance requirements that pertain to the Retail Bank

      • Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets

      • Obtain legal documentation and all required customer information in compliance with the Bank's New Account Opening Policy, the Bank Secrecy Act and the US Patriot Act's Customer Identification Program

        Provide support to team members and branch management in daily operations of financial center

        • Review and complete complex customer transactions

        • Provide teller overrides and approvals within authorized limits

        • May assist with financial center audit process

        • May assist with training and/or scheduling of Financial Center staff

          Qualifications:

          Education Requirements

          • High school diploma or equivalent education certificate (GED)

            Minimum Experience

            • Minimum of 3 years of teller experience required

            • Minimum of 3 years of new accounts experience (with a bank), required

            • Minimum of 1 year in a lead or supervisory role

              Knowledge, Skills, & Abilities

              • Knowledge of all financial products, services, procedures, policies and appropriate regulatory issues relating to daily job functions

              • Ability to complete routine transactions with limited supervision

              • Ability to identify problems, evaluate alternatives, and implement effective solutions

              • Strong organizational, interpersonal, communication, and customer relation skills

              • Attention to detail and mental concentration for accurately performing tasks

              • Ability to balance multiple tasks simultaneously

              • Ability to handle frequent interruptions

              • Ability to follow standard operating policies and procedures

              • Proven ability to identify customer needs and tailor features and benefits of products/services to customers with differing needs

              • Ability to make personal connections, engage and educate customers, ask open-ended questions and use listening skills to establish trust and build lasting customer relationships

              • Computer proficiency with working knowledge of Microsoft Office Suite applications, required

              • Ability to adapt to changing work environment

              • Ability to work during financial center hours of operation

              • Effective time management

              • Strong team player

              • General knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements

              • Occasional lifting and maneuvering of coins up to 25lbs may be required

                Job Details:
                RegularIndependent Financial is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of age, ancestry, color, gender (including pregnancy, childbirth, or related medical conditions), gender identity or expression, genetic information, marital status, medical condition, mental or physical disability, national origin, protected family care or medical leave status, race, religion (including beliefs and practices or the absence thereof), sexual orientation, military or veteran status, or any other characteristic protected by federal, state, or local laws.The job description does not constitute an employment agreement between the employer and employee. The above statements describe the general nature and level of work being performed within this classification. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this job. If you require assistance at any stage of the employment application process due to a disability, please contact Human Resources at 214-544-4777.PI133922174

Keywords: Independent Bank, Pearland , Financial Center Operations Specialist, Accounting, Auditing , Pearland, Texas

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