Requisition Number 18-2323 Post Date 12/28/2018 Title Capital Bank Financial Services Representative Belmont Part Time? No City Belmont State NC Description Overview The Financial Services Representative (FSR) is responsible for day-to-day service and sales activities necessary to achieve an excellent level of customer service and satisfaction as they move from location to location as business needs dictate. This position will perform a broad variety of functions, including responding to customer inquiries and cross-selling bank products and services. Duties and Responsibilities Provides a complete range of prompt, efficient and courteous customer service by: a) Greeting all customers by name b) Opening new accounts; processing new and existing accounts and receiving deposits c) Actively seeking out referral opportunities to cross sell items to existing customers; seeking out referrals for new customers and referring loan and wealth management opportunities to appropriate bank specialists d) Completing loan training which enables FSR to originate consumer loan products offered by the bank e) Educating, referring and recommending available and appropriate products and services to existing and potential customers f) Following the companys pre-defined sales processes/playbook. Carries out the banks client retention strategies by anticipating customer needs and cross selling when appropriate, in accordance with established policies and procedures; taking initiative to acquire and maintain up-to-date knowledge of bank products and services Partners with Teller teammates to uncover additional existing and potential customer needs; proactively focuses on building and deepening all customer relationships Comprehends, adheres to, and enforces all security and compliance procedures for protection of assets, including consistent use of dual control; ensures that customer confidentiality is maintained at all times Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s) Participates in special projects and assignments and performs other duties as assigned Requirements Education and/or Work Experience Requirements High School diploma (or equivalent) and a minimum of 2 years previous Bank Teller experience or an equivalent combination of education and experience Ability to successfully complete Platform training and pass the final exam Intermediate knowledge of MS Office preferred with strong keyboarding and 10-key skills Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing Strong customer service skills with the ability to handle a variety of customer situations, sometimes simultaneously with strong attention to detail Ability to recognize opportunities and cross-sell products and services to existing and potential customers Work includes limited or up to 10% travel and occasional trips outside the normally assigned geographic area with possible overnight stays Demonstrated financial responsibility, character, and general fitness such as to warrant a determination that the individual will operate honestly, fairly and efficiently #LD-AK1 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, gender stereo typing, and age. First Tennessee is an EO employer M/F/Vets/Disabled. Please view Equal Employment Opportunity Posters provided by OFCCP here .