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College Support

Company: Financial Payments LP
Location: Amarillo
Posted on: May 22, 2023

Job Description:

FLSA: Exempt POSITION TITLE: CGA College Support CATEGORY: Herring Bank LOCATION: Amarillo SHIFT: Monday-Friday Flexible; typically, between 8:00 AM and 5:00 PM REPORTS TO: EVP of Business Development SummaryThe goal of the College Support position is to schedule and teach Financial Literacy Classes on Campus or Virtually, and schedule promotional events sponsored by Herring Bank. The Financial Literacy Curriculum will educate students with the skills required to make wise financial decision that make a positive impact for the rest of their adult life. The Financial Literacy presentation will include a Pre- test and Post- test for students to complete. Additional campus contacts will be made to determine if the college has any issues with the Herring Bank Campus Products, and to determine if there is any additional Herring Bank Campus Products that could be sold to the college. Essential DutiesReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Schedule Financial Literacy Classes at all college customers once per year. Pursue Certification resources for the Herring Bank Financial Literacy curriculum and training material. Schedule Promotional events on campus to promote the Herring Bank student checking account and Herring Bank campus products. Maintain campus contacts and determine if the college may be interested in additional Herring Bank Products. Attend conferences representing Herring Bank when required. Must be organized, self-motivated and team player Ability to operate a personal computer Punctuality and good attendance are imperative Cross-sell the Bank's other products and services, referring customers to appropriate staff as indicated. Foster teamwork in the branch or department to ensure a positive overall customer experience and positive work environment. Answer telephones, answers questions and direct callers to the correct Bank personnel Participate in bank training to enhance skill set and meet compliance requirements. Assists in answering telephones, answers questions and direct callers to proper Bank personnel Exempt - Ability to work 45+ hours a week and complete tasks assigned. Minimum RequirementsThese specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. Must be able to pass a background and Credit checkHigh School Diploma or equivalent + 5 years of relevant experience. Work related experience should consist of an in-depth background in accounting, management, sales and/or supervisory skills. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry. Bachelors degree preferred Bilingual (English / Spanish) communications skills are preferred. Must visit current customers and cold call potential customers outside the bank: calling the customer and physically visiting the customers' location and meeting with potential clients. Basic experience, knowledge and training in sales or marketing and financial operationactivities, terminology and products and services, Excellent social and networking skills to support the community bank image Complete in-house training based on requirements set up for this position Proven ability to provide an Excellent Customer Experience Basic skills in computer terminal and personal computer operation; word processing and spreadsheet software. Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, speak clearly to customers and employees. Effective Time management skills Ability to maintain confidentiality at all times Ability to work with minimal supervision while performing duties. Ability to deal with routine problems involving multiple facets and variables. Must follow company policies, all state and federal laws, regulations and guidelines Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities. The incumbent must be able to perform this position safely, without endangering the health or safety to themselves or others. Secondary DutiesThe position of College Support performs duties specific to the position and other functions as assigned. Supervisory ResponsibilitiesThe position of College Support has no supervisory responsibility. Environment and Physical ActivityThe environment for this position is an open office that is mostly clean and comfortable and may include driving a Bank or personal-owned vehicle approximately 35% of the time which includes exposure to the outside weather elements and moving mechanical parts. It may include some minor annoyances such as noise, odors, drafts, etc. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. This position will be required to be out of the bank at least 25% of the time and must be able to have the endurance to walk and/or stand for at least 20 minutes due to visiting with customers, potential customers and conducting periodic inspections. The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 10 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), driving, sitting, pulling, walking, standing, squatting, kneeling and reaching. The incumbent for this position may operate any or all of the following: telephone, copy and fax machines, calculator, computer terminal, personal computer and related printers. Mental DemandsThe incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, and multiple concurrent tasks. MEMBER FDIC - EQUAL OPPORTUNITY EMPLOYERThis is no necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other and/or different tasks be performed as assigned.

Keywords: Financial Payments LP, Amarillo , College Support, Other , Amarillo, Texas

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