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2070 Finance Associate jobs in Sarasota,FL

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Financial Center Client Services Representative

Liberty Savings Bank FSB

Sarasota, FL 34238

OnsiteFlexible Schedule

High school diploma or equivalent required.
Minimum 1 year customer service or cash handling experience/skills required.
Basic computer skills and the ability to learn industry-related software are required.
Proficient in technical processing of all phases of the CSR I position (transactions, opening/closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation.
Embraces the “ASK” program and strives to achieve personal sales goals (referrals) as evidenced by sales reports and tracking forms.
Demonstrates proficiency with ERB process through audit of the CNA folders.
Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation.
Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations.
Must have completed and passed all mandatory training sessions, classroom, CBT and self-study as scheduled by manager within specified timelines or as classes are available.
Answers calls within 3 rings and returns phone calls or follows up on requests and/or questions within 24-hours.
Maintains regular attendance and punctuality as evidenced by attendance records.
Proficient in consumer loan processing (application and basic processing) as evidenced by minimal errors reported by Consumer Lending Quality Control and management observation.
Standing, walking, talking, hearing, seeing, finger dexterity, reaching, lifting up to 25 pounds.

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