Professional Financial Services Representative

7 days ago


Haines City, Florida, United States Palmer Group Full time

We are seeking a highly skilled and customer-focused Professional Financial Services Representative to join our team. This full-time, direct-hire role offers a competitive salary of $43,000 - $63,000 per year, along with top-of-the-industry benefit packages.

About the Role

As a Personal Banker, you will be responsible for delivering exceptional customer experiences, processing transactions, and providing financial guidance to individuals and businesses.

  • Process customer transactions, including deposits, withdrawals, and transfers
  • Cross-sell appropriate products and services to customers
  • Answer customer inquiries in person, over the phone, or via email
  • Maintain accurate records and adhere to established policies and procedures
Requirements

To succeed in this role, you should have:

  • 6+ months of experience working in a bank, credit union, or financial institution
  • Excellent communication and interpersonal skills
  • Ability to work accurately and efficiently in a fast-paced environment
  • Basic computer skills, including Microsoft Word and Excel

We offer a dynamic and supportive work environment, opportunities for growth and development, and a chance to make a real difference in people's lives.



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