PT Financial Center Service Representative

PT Financial Center Service Representative – Spencer Savings Bank

Location:

New York, NY

Base pay range: $16.15/hr – $18.00/hr

Financial Center Service Representative (FCSR) is generally more experienced and is responsible for processing a variety of financial transactions including check cashing, withdrawals, deposits and loan payments. The position is responsible for managing and balancing a cash drawer and preparing daily paperwork according to branch procedures. The FCSR engages clients during their transaction to identify any customer needs and refer them over to the platform for fulfillment.

The FCSR provides an extraordinary customer experience by executing Spencer’s customer service behaviors with every client interaction, and assists the Assistant Financial Center Manager with teller line and end‑of‑day proof functions. Works under general supervision.

• Operates a teller window to process all types of banking transactions including deposits, withdrawals, payments, buy/sell cash and cashier’s checks
• Responsible for providing a consistent extraordinary client experience by executing on Spencer’s customer service behaviors
• Researches and resolves all transaction errors that occur and engages management support when needed
• Executes the internal sales process by engaging the customer in conversation during the transaction to identify needs and refer them to the platform
• Operates within the confines of the bank’s compliance and operational policy and procedures
• Diligently completes all necessary paperwork such as CTRs, SARs etc. accurately and in a timely manner
• Assists Assistant Financial Center Manager with end-of-day branch proof tasks including ATM and Vault
• Participates in internal and external branch events as well as local community events
• Must be able to work a flexible hourly schedule as requested
• May be asked to travel & work at other branches in the network
• Presents a professional image
• Provides access to safe deposit boxes
• Opens and/or closes branch with management
• Perform other duties as required

Education: High school diploma or GED

Experience: 6 months – 2 years in a retail sales/service environment preferred

Entry Level

Part‑time

Finance and Sales