Financial Services Representative - Sevierville

Company Name:
Position Type:
Financial Services Representative
Reports to: Branch Manager
Supervises: None
Position Summary:
This position provides excellent customer service by meeting the needs of clients in an efficient and friendly manner. Identifies cross-selling opportunities, performs routine office and clerical duties.
Major Duties and Responsibilities:
1. Adheres to and embraces the SmartBank Way by Acting Smart, Looking Smart and Being Smart. Actively participates in department SmartMinute meetings.
2. Willingly participates in daily Lobby Management duties which includes being a client greeter; offering hospitality items; making warm introductions; replenishing water, coffee items and fruit as needed for clients and guests.
3. Serves as the Bank's primary contact with its clients, both in providing services and in routing inquiries to appropriate personnel.
4. 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.
5. Receives requests for client account maintenance (i.e., change of address, stop payment, etc.) and forwards to appropriate department/associate. Cashes checks and accepts withdrawal requests in accordance with Bank policy, referring questionable transactions to supervisor for approval.
6. Provides special services as needed; including, redeeming

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