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Financial Services Customer Advisor

2 months ago

Tell City, Indiana, United States Perrycountyindiana Full time

Position Title: Customer Service Specialist

Overview: As a Customer Service Specialist, you will be the welcoming face for clients, providing assistance with their banking requirements. This position offers valuable insights into the banking, insurance, and wealth management sectors, laying the groundwork for a career in financial services.

Key Responsibilities:

  • Engage directly with clients at the branch, ensuring a positive experience.
  • Manage cash transactions and assist clients with their inquiries.
  • Identify client needs and educate them on our financial products and services.
  • Verify account details and process loan and deposit transactions.
  • Facilitate meaningful conversations to guide clients in their banking journey.

Essential Skills: To excel in this role, you must prioritize confidentiality, actively listen to client needs, and seek opportunities to enhance customer satisfaction, fostering long-term relationships. We will provide training for all other aspects of the job.

Preferred Qualifications: Previous experience in customer service is advantageous.

Benefits:

  • Generous paid time off and holiday leave.
  • Education assistance programs.
  • Paid parental leave.
  • Wellness initiatives.
  • Recognition programs for service excellence.
  • Financial perks including retirement plan matching and discounts on banking services.
  • Access to national and local discounts on various products and services.

About Our Company: At Perrycountyindiana, we pride ourselves on employing dedicated and compassionate individuals who embody our commitment to exceptional service. Our team is focused on delivering personalized experiences that truly benefit our clients and the community.