FINANCIAL SERVICES REPRESENTATIVE - STRAWBERRY PLAINS
2/17/2026
The core mission is to grow a banking career by providing a positive and distinctive client experience through efficient, accurate, and knowledgeable interactions. Essential functions include completing client transactions accurately, upholding compliance, engaging with clients to meet needs, and actively participating in team goals.
Working Hours
40 hours/week
Company Size
51-200 employees
Language
English
Visa Sponsorship
No
Description
MISSION
Grow a career in banking while creating a positive, distinctive banking experience through efficient,
accurate and knowledgeable interactions with every client.
ESSENTIAL FUNCTIONS
- Contributes to the success of the team by actively participating in shared responsibilities and goals.
- Completes a variety of client transactions in an accurate and efficient manner.
- Upholds numerous compliance and regulatory requirements while operating in a time pressured environment.
- Engages in client communication to determine and meet various needs and expectations.
- Seizes opportunities to continue education that improves skills and knowledge.
QUALIFICATIONS
- Bachelor’s degree or equivalent experience preferred
- Previous experience in a client service industry preferred
- Demonstrated knowledge of Citizens National Bank
- Proficient in technology based systems
- Proficient in professional written and verbal communication
COMPETENCIES
- Work Ethic: Possess a strong willingness to demonstrate dependability, punctuality, proactivity, and diligence; demonstrates tenacity and readiness to go the extra mile
- Honesty & Integrity: Does not cut corners ethically; earns trust and maintains confidences; does what is right, not just what is politically expedient; speaks plainly and truthfully
- Positive Attitude: Exhibits passion and excitement over work; has a can-do attitude; coachable
- Teamwork: Works collaboratively across the organization to uphold our company mission; breaks down silos
- Efficiency: Able to produce significant output with minimal wasted effort; able to focus on the task at hand and not about what is to come
- Flexibility: Adjusts quickly to changing priorities and conditions; copes effectively with complexity and change
- Calm Under Pressure: Maintains stable performance when under heavy pressure or stress; not reactive
- Communication: Speaks and writes clearly and articulately without being overly verbose or talkative; maintains this standard in all forms of written communication including email
- Commitment: Being dedicated to the same mission as the company; cultural fit
- Good Judgment: Utilize available resources and knowledge to independently execute sound decisions based on common sense and established policy/procedures
- Professionalism: Presents a professional demeanor in dress, interpersonal interactions, and communication; employs personal accountability
- Intelligence: Learns quickly; demonstrates ability and eagerness to quickly and proficiently understand and absorb new information
BENEFITS
- Medical, Dental and Vision - 100% paid for the employee
- Life Insurance
- 401k
- Short Term and Long Term Disability
- Paid Time Off
- Additional Voluntary Benefits
Requirements
General hours are Monday through Thursday from 7:30AM to 4:00PM and Fridays from 7:30AM to 6:00PM.
We are an equal opportunity employer and welcome all qualified candidates to apply.
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