Financial Associate (Public) gathers and interprets financial data and coordinates the process for the origination of debt securities used to finance public projects for housing, utilities or other municipal initiatives. Develops estimates of services and completes a comprehensive analysis of project, including bond ratings and insurance. Being a Financial Associate (Public) collaborates with public officials in analyzing the necessary bond and cash flow reports that are associated with the projects. Starts the offering process and may make recommendations to interested investors. Additionally, Financial Associate (Public) coordinates preparation of all offering documents. Manages the bond issuance process and assists with the offering. Depending on the size and level of project, responsibility may vary. May manage the entire project or only a portion of the deal. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Public) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Public) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Summary:
We are looking for talented, hardworking, and detail-oriented individuals for our Financial Center Service Associate position. At Independent Financial, you will have an opportunity to make a difference in the community by helping our clients and providing quality service. If you want to become a part of a growing company and collaborative culture, we would love to talk to you.
Responsibilities:
Open new accounts including but not limited to checking, savings, CD's, IRAs, and Business accounts
Process maintenance, operations, and correspondence services for new and existing accounts
Offer excellent service and build strong rapport with customers to develop and maintain strong relationships and trust
Actively participate in meeting financial center sales goals by participating in workplace banking events, cross-selling applicable financial products and services to meet customers' needs, and referring customers to other lines of bank business to expand existing relationships
Perform duties of Financial Center Teller, to include balancing cash drawer daily, assisting with balancing vault and ATM, and providing various account services to customers
Qualifications:
High school diploma or equivalent education certificate (GED)
Minimum of 6 months of experience in a sales and service environment involving cash handling and face-to-face customer service interaction.
Minimum of 6 months of new accounts experience (with a bank) required
Strong organizational, interpersonal, communication, and customer relation skills
Benefits:
Competitive starting pay rate of at least $19.50/hour
Full time employees are eligible for medical, dental and vision insurance effective on the first of the month following date of hire
Eligible for 401k. Will match 100% of the first 6% of your contribution
Tuition reimbursement of up to $3,000 per calendar year
Job Details:
RegularTo all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes.