Financial Services Representative

6 days ago


Dana Point, California, United States Platinum Resource Group Full time
About the Role

This is a customer-facing position that requires excellent communication and interpersonal skills. The ideal candidate will have previous experience in cash handling and customer service, with a strong attention to detail and ability to work accurately with numbers.

We are looking for a highly motivated individual who can provide exceptional customer service, handle cash transactions efficiently, and promote bank products and services to customers.

As a member of our team, you will be responsible for ensuring compliance with bank policies, procedures, and federal regulations regarding money handling and financial transactions.

The ideal candidate will have basic proficiency in computers and banking software, as well as excellent multitasking skills to manage multiple tasks in a fast-paced environment.

Key Responsibilities
  • Process transactions such as deposits, withdrawals, and payments efficiently and accurately.
  • Provide exceptional customer service by addressing customer inquiries, resolving issues, and assisting with account-related questions.
  • Handle cash and perform basic accounting tasks, including balancing the cash drawer at the end of the shift.
  • Promote bank products and services to customers, referring them to other team members as needed.
  • Ensure compliance with bank policies, procedures, and federal regulations regarding money handling and financial transactions.
What We Offer
  • A competitive salary range of $45,000 - $65,000 per year, depending on experience.
  • A comprehensive benefits package, including health, dental, and vision insurance.
  • Paid holidays and referral bonuses.

Platinum Resource Group is a professional level consulting firm providing resources to Fortune 1000 client companies in the areas of technology, human resources, accounting, finance, business systems and supply chain, on a contract and interim basis.



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