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Financial Services Representative
2 months ago
We are seeking a highly skilled Financial Services Representative to join our team at BankTalent HQ. As a key member of our team, you will be responsible for providing exceptional customer service and sales support to our clients.
Key Responsibilities- Identify Customer Needs: Utilize your strong sales and customer service skills to identify customers' financial needs and provide tailored solutions.
- Sales and Referrals: Make referrals to all areas of the corporation to meet customers' financial needs and sell all appropriate products and services.
- Transaction Processing: Efficiently process daily transactions for customers while providing excellent customer service.
- Education and Training: Maintain current registration with the Nationwide Mortgage Licensing System & Registry (NMLS) and possess knowledge of Microsoft Office.
- Education: High School diploma required.
- Experience: Banking and/or sales experience preferred.
- Skills: Strong oral and written communication skills, basic math and accounting functions, and ability to accurately count money.
At BankTalent HQ, we value a diverse and inclusive workplace and strive to recruit, develop, and retain individuals with exceptional talent. If you are a motivated and customer-focused individual, we encourage you to apply for this exciting opportunity.