Financial Services Associate
New York Community Bank - Phoenix, AZ

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Responsible for providing customers with high quality, prompt, and professional financial services. As a single point of contact, performs a variety of customer banking transactions and provides quality service to existing and new clients in accordance with the rules, regulations, and guidelines of the bank. Participates in the development of client relationships by cross-selling banking products and services as appropriate.

Processes all customer related financial transactions in accordance with the rules, regulations, and guidelines of the bank
Opens new accounts that include but are not limited to savings, checking, certificates and IRAs according to customer needs. Accurately prepares all required documents for completing the transaction. Proactively solicits and promotes new business by actively selling Bank products, conducting sales activities and referring business to other units of the Bank
Answers inquiries and provides information to customers in person, by telephone and by mail on various accounts and other bank services. Assists customers with routine issues and refers to management staff if necessary
Assists in the achievement of branch sales goals by developing, setting and achieving personal sales and referral goals
Develops new and expands existing client relationships by identifying current and potential client needs and by cross-selling Bank products, participating in business development and CRA related activities
Processes various customer transactions including but not limited to cash, check and ATM deposits, withdrawals, check cashing, account closeouts, tax deposit payments, loan payments; issues bank checks, travel checks, and U.S. Savings Bonds redemption. Balances cash drawer and prepares daily proof/settlement. Maintains a cordial and friendly demeanor towards the public
Opens vault and verifies cash shipments in conjunction with management team member. Assists with ATM settlement

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