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Financial Services Representative
4 months ago
***SEEKING A FINANCIAL SERVICE REPRESENTATIVE***
We are looking for finance service-oriented individuals, who are self-starters and eager to make a positive impact on their organization This position would be with a well-known Financial Institution in San Diego, CA. The Financial Service Representative will provide prompt, professional and accurate information to members and potential members. They will remain knowledgeable and assist with tasks such as opening new accounts, securing loans, as well as cross-promoting products and services to meet members' needs and increase member satisfaction.
Description:
- Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services.
- Cross sell products and services to members by assisting or referring the member to an appropriate representative.
- Participate in the sales program, contests, telemarketing and meetings.
- Accurately track all referrals/sales.
- Provide an exceptional service experience consistent with our institution's standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person.
- Responsible for keeping current on all policies and procedures.
PAY: $20 - 24/hr (Bilingual applicants a plus; additional compensation available)
START DATE: March/April 2023
LOCATION: Balboa/Genesee, CA
SCHEDULE: Hours of operation are Monday-Friday, 8AM to 5PM. Occasional Saturdays from 9AM to 2PM.
***PLEASE NOTE: Training is ONSITE at headquarters located in Mira Mesa, CA.
PLACEMENT: PERMANENT If you are open to building, or even expanding, your Finance Career, this could be the opportunity for you
Skills:
- Banking and Finance.
- Clerical and Data Entry.
- Sales, Promotions, marketing.
- Analytical and critical thinking.
- Customer Service Oriented and ability to communicate effectively.
Interested in hearing/learning more about this position?
Send your updated resume to . We look forward to hearing from you
About Aston Carter:Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.
At Aston Carter, we're dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.
Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients' capabilities by seeking solvers and delivering solutions to address today's workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit Aston Carter is a company within Allegis Group, a global leader in talent solutions.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call or email for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.
