Financial Services Representative - Mesquite

Veritex Bank • Mesquite, TX

442d

About The Position

The Financial Services Representative (FSR) at Veritex Bank plays a crucial role in building and maintaining customer relationships by providing personalized banking services. This position requires a deep understanding of customers' financial needs and the ability to recommend appropriate banking products and services. FSRs are cross-trained to perform both Personal Banker and Teller functions, ensuring they can meet a variety of customer needs while promoting the bank's offerings. The role emphasizes integrity, community service, and a commitment to the bank's values, providing opportunities for career growth and development.

Requirements

• High school diploma or GED required.
• Two plus years of retail branch banking experience preferred or four plus years of retail sales experience.
• Strong knowledge of financial products and services.
• Proficient with Microsoft applications (Word, Outlook, Excel).
• Excellent communication skills to identify customer needs and explain bank products.

Nice To Haves

• Strong analytical and problem-solving skills.
• Attention to regulatory requirements and compliance training.

Responsibilities

• Conduct both Personal Banker and Teller services.
• Promote financial products such as credit cards, CDs, IRAs, and Treasury Management services.
• Open and manage deposit accounts for customers.
• Create positive solutions and experiences for potential and existing customers.
• Travel to other Community Bank Centers (branches) as needed.

Benefits

• Career growth opportunities
• Commitment to community service
• Supportive work culture focused on integrity and transparency

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1-10 employees