Financial Services Associate
2 weeks ago
A successful Financial Services Associate is adaptable, resourceful, and skilled. You will be the key member of the banking team, responsible for executing transactions, managing accounts, and identifying sales opportunities. Comprehensive training will be provided to help you inform clients about our offerings, services, and advantages. This role is ideal for those who appreciate collaboration, thrive in a dynamic setting, and seek to advance their career in the financial sector.
Key Responsibilities Include:
- Work closely with colleagues to deliver exceptional customer service
- Process financial transactions efficiently for clients
- Assist clients in opening and managing their accounts
- Support clients with loan applications and various products and services
- Provide education to clients regarding our offerings
- Effectively cross-sell and refer clients to other internal departments
- Engage in client outreach activities
- Contribute to the training of new team members
- Support all operational aspects as required
- High school diploma or equivalent
- 1 year of relevant experience in a customer service role preferred or an equivalent combination of education and experience
- Proficiency with a 10-key calculator and Microsoft Office Suite
- As part of the hiring process for this position, you will need to fulfill the requirements of a background credit check. Compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations is mandatory. Continued employment is contingent upon meeting all such requirements.
Benefit Highlights:
• Comprehensive medical, dental, and vision plans with wellness incentives
• Health Savings Account with company match
• Maternity and parental leave
• Tuition reimbursement programs
• Mentorship opportunities
• 401(k) plan with a competitive match
Corporate Diversity Commitment:
We are dedicated to fostering a more equitable society, beginning with our associates, clients, and the communities we serve. We achieve this by promoting equity, providing capital and guidance, and striving for excellence in all our endeavors.
Equal Opportunity Employer: We uphold a commitment to equal opportunity for all employees and applicants, ensuring a workplace free from discrimination.
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