XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
$26,279 - $54,289
Country: United States | Currency: USD | Updated: 2 Jul 2015 | Individuals Reporting: 12
Job Description for Personal Financial Representative
Process a variety of teller transactions including deposits, withdrawals, payments and transfers.
Provide knowledge of products and services to consult with new members to identify products and services that best fit their needs.
Authorize, approve, and research transactions; perform overrides, approve check holds, and make check cashing decisions.
Qualify potential members for membership by opening checking accounts, savings accounts, IRAs, CDs, and processing loan applications.
Identify the needs of members by cross-selling and up-selling products and referring them to a personal banker.