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St. Petersburg, United States Prime Consulting Inc Full time{"Responsibilities": " \t* Provides information on a variety of complex customer service issues requiring knowledge of life and health insurance annuity and investment products and transactions focusing on customer satisfaction quality and efficiency. \t* Communicates with customers regarding service request or problems; documents evaluates and resolves...
**Financial Services Representative**
2 months ago
We are seeking a skilled Teller to join our Consumer, Small & Business Banking division. As a key member of our National Branch Network, you will play a vital role in providing exceptional customer service and financial solutions to our clients.
Key Responsibilities- Support customer engagement by processing transactions, sharing digital solutions, and making introductions to bankers.
- Complete operational activities while minimizing risks under established policies.
- Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products.
- Receive direction from managers and exercise judgment within defined policies and procedures.
- Escalate questions and issues to more experienced roles.
- Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions.
- Identify information and services to meet customers' financial needs.
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- Customer service focus with experience handling complex transactions across multiple systems.
- Ability to educate and connect customers to technology and share the value of mobile banking options.
- Ability to interact with integrity and professionalism with customers and team members.
- Experience working with others on a team to meet customer needs.
- Cash handling experience.
- Ability to follow policies, procedures, and regulations.
- Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
- Well-organized, independent, and able to prioritize in a fast-paced environment.
- Ability to exercise judgment, raise questions to management, and adhere to policy guidelines.
We offer a comprehensive set of benefits designed to protect your physical and financial health and to help you make the most of your financial future. These benefits include:
- 401(k) Plan
- Paid Time Off
- Parental Leave
- Critical Caregiving Leave
- Discounts and Savings
- Health Benefits
- Commuter Benefits
- Tuition Reimbursement
- Scholarships for dependent children
- Adoption Reimbursement
