Financial Services Specialist (Dallas Branch)
- Military veterans preferred
2025-06-21 Inwood National Bank
Other
/yr
employee
contract
Dallas Texas 75201 United States
Inwood National Bank
This is a full-time position, located in office at the Dallas Branch - 7621 Inwood Rd, Dallas, TX 75209
Summary
The Financial Services Specialist is responsible for building and maintaining relationships with customers while providing financial guidance and advice. The Financial Services Specialist must be comfortable interacting with customers, have excellent problem-solving and communication skills, and be able to work in a fast-paced environment. The position is the face of the company, and a friendly, professional attitude is essential in building customer relationships. The Financial Services Specialist will have the opportunity to help customers with their financial needs and create lasting relationships with them. The person in this position must understand financial products and services and be able to build trust with our customers.
Essential Functions/Job Responsibilities
Greet customers upon arrival and provide prompt courteous service.
Establish and maintain relationships with customers by providing personal banking services.
Assist customers with their financial needs and provide advice on products and services.
Open accounts, process deposits and withdrawals, and handle cash transactions accurately and efficiently.
Respond to customer inquiries and complaints in a professional and timely manner.
Monitor and advise customers on their financial activities to ensure compliance with banking regulations.
Identify customer needs and recommend appropriate banking products and services.
Actively cross-sell banking products and services to increase customer satisfaction.
Stay informed about new products and services, monetary policy, and banking regulations.
Maintain customer records and update account information as needed.
Maintain a clean and professional workstation.
Adhere to all security procedures and regulations to minimize risk.
Monitor customer feedback and provide insights for product and process improvements.
Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and related laws as they pertain to the Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program.
Job Requirements
High school diploma or equivalent.
At least 2-3 years of experience in financial services or a related field.
Knowledge of financial services regulations and procedures.
Excellent customer service and communication skills.
Excellent organizational and time management skills.
Must be highly organized and detail oriented.
Proficient in banking software applications and computer systems, including Microsoft Office applications.
Ability to
Work in a fast-paced environment.
Maintain confidentiality.
Adhere to policies and procedures.
Work independently and as part of a team.
Effectively and effectively present information and respond to questions from clients.
