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Financial Services Representative

4 weeks ago

Palm Beach Gardens, Florida, United States Ithink Financial Full time
Job Summary

We are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Ithink Financial. As a key member of our team, you will be responsible for delivering exceptional service to our members, processing transactions, and providing financial solutions to meet their needs.

Key Responsibilities
  • Process accurate and timely account transactions and maintenance
  • Provide members with information about our products and services to help them find solutions for their financial needs
  • Originate consumer loan applications and collect necessary paperwork for loan department processing
  • Provide backup support to the teller function as needed
  • Solve problems and multitask to complete daily work and other duties as assigned
Requirements

High school education level of language, math, and reasoning skills, and two years' experience, or an equivalent combination of education and/or work experience. Higher level education and/or experience may result in advanced level placement. Training should focus on our policies, procedures, computer systems, and knowledge in our products and services.

Work Environment

Ability to work in a fast-paced environment, handle multiple tasks simultaneously, and work with moderate stress during certain periods. Job requires extensive member contact on a continual basis.