Financial Services Representative

4 weeks ago


New York, New York, United States Carver Federal Savings Bank Full time
Job Summary

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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