Financial Services Representative

19 hours ago


Summerville, South Carolina, United States Citizens Full time
Job Summary

We are seeking a highly skilled and motivated Financial Services Representative to join our team at Citizens. As a key member of our branch, you will be responsible for building and maintaining strong relationships with our customers, providing personalized financial solutions, and driving business growth.

Key Responsibilities
  • Customer Relationship Building: Develop and maintain strong relationships with customers, understanding their financial needs and goals, and providing tailored solutions to meet their requirements.
  • Financial Solutions: Provide expert advice and guidance on a range of financial products and services, including banking, lending, and investment solutions.
  • Business Growth: Identify opportunities to grow our customer base and increase revenue, through proactive sales and marketing efforts.
  • Collaboration: Work closely with colleagues across the organization to ensure seamless delivery of financial services and solutions.
Requirements
  • Education: High school degree or equivalent required.
  • Experience: 2+ years of sales and customer service experience, with a proven track record of meeting or exceeding sales targets.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • Technical Skills: Proficiency in digital technology and financial software, with the ability to learn new systems and processes quickly.
Preferred Qualifications
  • Cash Handling Experience: 1+ year of experience handling cash and operating a cash register.
  • Language Skills: Fluency in Vietnamese language preferred.
What We Offer
  • Competitive Compensation: Competitive salary and bonus structure.
  • Benefits: Comprehensive health insurance, 401(k) plan, and other benefits.
  • Professional Development: Opportunities for training and career advancement.

Equal Employment Opportunity

Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates.



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