Lead Financial Services Consultant

2 weeks ago


Harrisburg, Pennsylvania, United States F&M Trust Full time
Position Overview

WHO WE ARE:

F&M Trust is a community-focused financial institution with a strong presence in South Central Pennsylvania. We are dedicated to expanding our services and enhancing our customer relationships.


ROLE SUMMARY

We are seeking a Lead Financial Services Consultant to join our team. This position will play a crucial role in managing the operations of our newest office. The successful candidate will be responsible for delivering outstanding customer service, executing a variety of financial transactions, and advising clients on suitable banking products and services. Additionally, this role involves assisting with the establishment of consumer accounts and providing support for business account openings.

This full-time position requires approximately 40 hours of work each week and offers a competitive salary along with a comprehensive benefits package.

Benefits Include:

  • Medical, Dental, and Vision Coverage
  • Immediate Access to Paid Time Off and 11 Paid Holidays Annually
  • 401(k) Plan with up to a 6% Employer Match
  • Wellness Initiatives
  • Paid Life Insurance, Short-term, and Long-term Disability
  • Educational Support
  • Continuous Training and Career Advancement Opportunities
  • And More

Qualifications:

  • High School diploma or equivalent
  • Aspirations to thrive in a sales and service-oriented environment
  • Comfortable engaging in financial discussions with clients
  • Willingness to embrace training and development
  • Professional and courteous communication skills
  • Ability to collaborate effectively within a team
  • Adaptability to changing priorities
  • Attention to detail
  • Outgoing demeanor

COMPARABLE JOB TITLES:

To align our job title with industry standards, similar roles may include: banking associate, customer service representative, personal banker, retail banker, or universal banker.

F&M Trust is an Equal Opportunity Employer - M/F/Disability/Vet/SO

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