City National Bank · 13 hours ago
Financial Services Representative
Martinsburg, WV, US
Full-time
Onsite
Entry Level
1+ years expCity National Bank is seeking a Financial Services Representative to provide excellent customer service and manage lobby traffic. This role involves resolving customer account issues, promoting bank products, and maintaining customer relationships while adhering to regulatory compliance.
Banking
Responsibilities
Consistently executes City’s phone, platform and CSR service standards to provide excellent customer service
Displays a positive and professional attitude at all times
Actively promotes and sells the bank’s products and services to prospective and existing customers by using City’s customer conversation model to uncover customer needs
Accurately processes routine banking transactions and service and maintenance requests including, but not limited to, check cashing, deposits, withdrawals, account transfers, loan payments and debit card disputes
Maintains and balances a working cash supply
Assists customers with routine maintenance and complex service issues; sees through to complete resolution
Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed
Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals
Develops and maintains customer relationships; actively seeks referral resources from existing customers
Refers customers to other departments and business partners appropriately
Maintains an up to date knowledge of bank products and services
Maintains general knowledge of the competitive environment
Completes all training within predetermined time limits
Adheres to all bank regulatory, audit, and compliance policies and procedures
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job
Qualification
Required
High school diploma or equivalent
Demonstrated sales and service skills
Ability to multi-task, organize, and prioritize to ensure excellent customer service
Displays professional dress and demeanor
Personal computer proficiency
Must be compliant with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes review of the candidate's financial responsibility, character, and general fitness prior to placement in the role. Within 30 days of employment, employee must comply with NMLS registration and corresponding background check requirements
Work is generally performed indoors in environmentally-controlled conditions
Typically the employee may sit to perform the work; however, there may be some standing, walking, bending and lifting 5–10 pounds
Excellent customer service and sales skills
Excellent oral communication and listening skills
Knowledge of (or the ability to learn) the bank's operating systems, policies and procedures
Preferred
Cash handling experience preferred
1-2 years of retail banking experience preferred
Company
City National Bank
City has been delivering innovative banking products and supporting its local communities for more than 65 years, proudly serving consumers and businesses in more than 95 locations across West Virginia, Kentucky, Virginia and Ohio.
501-1000 employees
H1B Sponsorship
City National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)
Funding
Current Stage
Late StageLeadership Team
Ed Wright
Partner
Guy Johnston
Chief People Officer
Company data provided by crunchbase