Financial Services Representative
6 days ago
We are seeking a skilled Financial Services Representative to join our team at Northwest LLC. As a representative, you will be responsible for providing excellent customer service, processing transactions, and resolving problems. You will also travel to various locations and work a flexible schedule.
- Flexible Schedule: This position requires a variable schedule that can change weekly or even daily based on business needs.
- Travel: You will travel to different locations within a specific geographic area, possibly with short notice.
- Reliable Transportation: Having reliable transportation is essential for this role, as you will be visiting multiple locations.
- Attendance: Consistent attendance is crucial for this position.
- Financial Wellness: You will be expected to meet financial wellness activity goals, such as identifying opportunities for referrals.
- Customer Service: You will provide top-notch customer service, answering questions, resolving issues, and promoting products/services.
- Customer Issues: You will take ownership of resolving customer concerns and issues.
- Teller Drawer: Daily balancing of the teller drawer and participation in dual control balancing of vault, ATM, and other devices are required.
- Security: You will follow all security and dual control procedures.
- Branch Tasks: Participating in branch opening and closing tasks is necessary.
- Risk Protection: You will minimize risk by following compliance, risk, and operational procedures.
- Teamwork: Collaborating with coworkers to complete tasks, demonstrating professionalism, and supporting management is essential.
- Evening Hours: You may be required to work evenings and weekends as scheduled or assigned.
Key Skills: Building strong relationships, clear communication, active listening, decision-making, and resource utilization are essential skills for this role.
Requirements: A high school diploma or equivalent is preferred, along with customer service experience, cash handling experience, and banking and/or retail experience. Your estimated salary will be around $50,000 - $70,000 per year, depending on location and experience.
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Financial Services Representative
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