Financial Services Representative-Lexington

We are seeking a Financial Services Representative to join our team. This dynamic role blends customer interaction and providing financial expertise, allowing you to be the first point of contact for customers and guide them through their banking needs with a proactive and personalized touch.

The FSR role involves handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step. You will be building relationships with customers to improve their financial well-being day in and day out.

• Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners.
• Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust.
• Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals.
• Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions.
• Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives.
• Actively participates in and supports the bank's strategic plan to grow all aspects of the retail bank’s business.
• Meets or exceeds sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services.
• Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise.
• Actively attends and participates in bank-sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers.

• High school diploma or equivalence required, some college a plus.
• Successful customer service and/or sales experience required.
• Previous experience in a retail bank or related industry preferred.
• Prior cash handling experience preferred.

• Intermediate customer service skills.
• Intermediate verbal, written, and listening skills.
• Basic problem-solving skills.
• Intermediate collaboration skills.
• Basic understanding of banking products and services.
• Intermediate adaptability skills.
• Basic prioritization skills.
• Basic proficiency with MS Office.
• Basic critical thinking skills.

• Standing, walking, bending, and stooping required.
• Must be able to sit at a desk for long periods of time and use a computer.
• Must be able to occasionally move or lift up to 25 pounds.
• May be asked to work supplemental hours periodically.
• Limited travel required occasionally during and after business hours.

We are an equal opportunities employer and welcome applications from all qualified candidates.