Clerk

Overview

Are you ready to make a significant impact by delivering exceptional service and support within a dynamic financial environment? Aquent is partnering with a leading organization in the financial services sector, dedicated to empowering individuals and communities through accessible and reliable banking solutions. This is an incredible opportunity to be at the forefront of member engagement, directly influencing customer satisfaction and contributing to the seamless operation of vital financial services. Your expertise will be crucial in building strong relationships, ensuring smooth transactions, and upholding the highest standards of trust and efficiency. Join a team where your contributions are valued, and your passion for service can truly shine!

**About Our Client**

Our client is a well-established and respected organization within the financial services industry, committed to providing outstanding service and innovative solutions to its members. They foster a supportive and community-focused environment, driven by a mission to help individuals achieve their financial goals. Joining their team means becoming part of an organization that values integrity, member satisfaction, and continuous improvement.

**The Impact You’ll Make**

As a key member of the team, you will be the welcoming face and reliable resource for members, playing a vital role in their financial journey. You will be instrumental in providing prompt, accurate, and professional service, from managing daily transactions to assisting with account needs and promoting valuable financial products. Your ability to connect with members, address their concerns, and ensure compliance will directly contribute to the organization’s reputation for excellence and its overall success.

**Responsibilities**

* Professionally greet and welcome members and visitors, ensuring a positive first impression.
* Process financial transactions with efficiency, accuracy, and promptness.
* Respond to member inquiries and concerns across various channels, including email, phone, and in-person interactions, ensuring timely and professional resolutions.
* Provide comprehensive assistance with plastic card-related issues, including processing and mailing.
* Facilitate the opening of new accounts and service existing ones, providing members with all necessary information.
* Proactively promote and explain relevant financial products and services based on individual member needs.
* Perform account maintenance tasks accurately and with proper authorization.
* Act as a backup for teller duties, which include receiving and verifying checks and cash deposits, processing loan and credit card payments, cashing checks, verifying signatures and balances, placing holds on uncollected funds, and accurately recording transactions.
* Maintain the highest level of confidentiality for all member information.
* Ensure strict compliance with all policies, procedures, rules, and regulations, including relevant financial acts and controls.

**What You’ll Bring**

* Minimum of 2 years of dedicated customer or member service experience within a financial institution.
* Proven experience in cash handling and managing financial transactions.
* Exceptional oral and written communication skills, with the ability to articulate clearly and effectively.
* Demonstrated ability to interact calmly and professionally with diverse personalities and cultures, consistently providing the highest levels of member service and discretion.
* Capability to perform job functions independently or as part of a collaborative team.
* Strong ability to maintain composure and accuracy under pressure, including deadlines and fast-paced environments.
* Adept at managing multiple, simultaneous, and evolving priorities effectively.
* Highest level of discretion in handling sensitive and confidential matters.

**Nice-to-Have Qualifications**

* Experience with core banking or financial service systems.

**About Aquent Talent:**
Aquent Talent connects the best talent in marketing, creative, and design with the world’s biggest brands.
Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. More information on our awesome benefits!
Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We’re about creating an inclusive environment—one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.