Branch Financial Specialist
Company: Valley Bank
Location: Birmingham
Posted on: January 12, 2021
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Job Description:
The Branch Financial Specialist provides effective support of
sales and service activities within the banking office and develops
new business by educating potential clients.This is a hybrid
position that supports both the Teller function and the
platform.Responsibilities include but are not limited to:*
Interview customers to determine financial needs either by phone or
in person both domestically and internationally.* Analyze needs and
recommend appropriate products and services.* Act in the capacity
of teller when necessary.Prepare paperwork and assist customer in
properly documenting all required information to open new accounts
including, but not limited to, DDA, TDA, CD's, and IRA accounts.*
Enroll customers in appropriate online services.Input customer and
account information into Core system.* Develop business through new
and existing relationship management.* Deliver quality service to
customers in adherence to service standards.* Assist customers in
transaction requests.* Provide maintenance to customer accounts
including but not limited to processing stop payments, address
changes and wire transfers.
Keywords: Valley Bank, Birmingham , Branch Financial Specialist, Other , Birmingham, Alabama
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