Financial Services Representative
6 hours ago
The Financial Services Representative will be responsible for acquiring new clients and cross-selling community outreach/development services. This role requires a strong understanding of the Bank's sales process and the ability to interact with customers in a professional and knowledgeable manner. Key responsibilities include acquiring new clients, cross-selling additional products and services, and providing exceptional customer service. The ideal candidate will have a minimum of two years of sales experience and excellent communication and interpersonal skills.
Key Responsibilities
- Acquire new clients through outbound calling and referrals
- Cross-sell additional products and services to existing customers
- Provide exceptional customer service and resolve customer complaints
- Identify sales opportunities and promote alternate channel delivery
- Process customer transactions and maintain accurate records
Requirements
- High School diploma or equivalent
- Minimum of two years of sales experience
- Excellent communication and interpersonal skills
- Prior experience working with the general public
- Prior experience in retail or cash handling roles
About Carver Federal Savings Bank
Carver Federal Savings Bank is a publicly traded bank that has been serving African- and Caribbean-American communities for over 65 years. We are committed to community development and financial inclusion, and we are seeking a talented and motivated individual to join our team as a Financial Services Representative.
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