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Financial Services Representative

2 months ago

Bradenton, Florida, United States Grow Financial Full time
About the Role

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Grow Financial. As a key member of our retail stores, you will be responsible for providing exceptional service to our members, processing cash transactions, opening deposit and savings accounts, and discussing loan and retirement products.

Key Responsibilities
  • Process cash transactions and manage member accounts
  • Open deposit and savings accounts, and discuss loan and retirement products
  • Build meaningful relationships with members to understand their financial needs and provide personalized service
  • Work collaboratively with colleagues to achieve sales and service goals
Requirements
  • High school diploma or equivalent
  • Demonstrated customer service skills and ability to work in a team environment
  • Basic math skills and working knowledge of Windows-based PC products
  • Excellent verbal communication skills, with bilingual English/Spanish a plus
Work Environment

This is an in-person role, requiring you to work in our retail stores. You may occasionally travel between locations and participate in Saturday coverage rotation.