Financial Services Representative

3 days ago


Reston, Virginia, United States Meridian Bank Full time
Job Title: Financial Services Representative

Meridian Bank is seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a key member of our Retail Branch Department, you will be responsible for providing exceptional customer service, building relationships, and driving sales growth in our local territory.

Key Responsibilities:
  • Provide personalized service to customers, responding to their needs and resolving issues in a timely and professional manner.
  • Develop and maintain relationships with customers, understanding their financial goals and needs, and providing tailored solutions to meet their requirements.
  • Meet and exceed sales targets, promoting Meridian Bank's products and services to customers and prospects.
  • Process customer transactions efficiently and accurately, ensuring compliance with bank policies and procedures.
  • Work collaboratively with colleagues to achieve departmental goals and objectives.
Requirements:
  • Associate's degree in Finance or a related field, or equivalent work experience.
  • 1-3 years of related banking experience, or an equivalent combination of education and experience.
  • Excellent communication and interpersonal skills, with the ability to work effectively with customers and colleagues.
  • Strong product knowledge and sales skills, with the ability to promote Meridian Bank's products and services.
  • Ability to work in a fast-paced environment, with a high level of accuracy and attention to detail.
What We Offer:
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • The chance to make a real difference in the lives of our customers.

Meridian Bank is an Equal Opportunity Employer. We are committed to diversity and inclusion in the workplace, and we welcome applications from qualified candidates of all backgrounds.



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