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Financial Services Associates / Teller

David’s Financial Corp. is currently seeking full-time and part-time candidates to join our team as a Financial Service Associate / Teller.

Position Summary:

Provide customers with superior and quality customer service while performing efficient and accurate transaction processing. Maximize client solutions by referring clients to new products and services based on their financial needs while performing basic check cashing transactions.

Position Responsibilities:

Deliver outstanding customer service by executing financial transactions in accordance with company policies and procedures.
Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and company assets.
Demonstrate a positive can-do attitude and develop a customer first culture.
Maintain an acceptable difference and findings record.
Drive efforts in our retail branches to identify and implement service behaviors that improve the overall customer experience.
Achieve referral and scorecard goals.
Participate in daily sales activities and sales promotions to peak customer interest and awareness in order to increase sales
Proactively learn new and existing products through sales aids (features, benefits, fees, etc.).
Proactively educate customers on utilizing available access channels – Retail, Corporate, In Person and Direct Deposit.
Create a warm, welcoming and friendly environment for customers and employees.
Foster teamwork in the branch to ensure a positive overall customer experience.
Support sales/service activities within the Branch by participating in seminars, micro-marketing events, promotional campaigns, product initiatives, etc.
Resolve account service issues and respond to customer inquires promptly and effectively.

Requirements

Financial Services Associates are responsible for providing high quality customer service with each customer transaction. Training is provided. The Ideal Financial Service Associate must be able to work a flexible schedule.

The information listed within this description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position.

NOTE: You may be required to take a timed online assessment

If you need to take the assessment, you will either be directed to do immediately or you will receive an email with instructions on how to access the assessment within the next few days. Please ensure that the email address you provided is accurate and please note that the assessment invitation may go into your spam folder rather than to your inbox. The assessment will require 30 minutes of uninterrupted time to complete.

Education:

High school diploma, GED or equivalent relevant experience (12 months cumulative full-time work experience in a role of similar scope and responsibility) required.

Experience/Skills:

Sales, cashier or other money-handling experience desired
Customer service orientation
Excellent verbal and written communication skills
Analytical and problem solving skills
Basic computer skills- Windows based applications and Teller POS workstation (Tellermetrix system)
Ability to use: Telephone, Fax, Copier, Calculator
Retail/sales experience preferred

At David’s, the career opportunities are endless because we promote from within! We're looking for great people who share our passion for great customer service! This is your chance to take your career to new heights and join one of New York’s most respected financial services company with locations throughout metropolitan New York and RocklandCounty.

David’s offers a complete benefit program which includes health, 401K and other benefits.