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Financial Services Representative

2 months ago

Framingham, Massachusetts, United States Citizens Full time
About the Role

We are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Citizens. As a key member of our branch, you will be responsible for building strong relationships with our customers and providing them with expert financial guidance and advice.

Key Responsibilities
  • Provide exceptional customer service and build trust with customers through personalized financial solutions
  • Develop and maintain a deep understanding of customers' financial goals and needs
  • Offer tailored financial recommendations and solutions to help customers achieve their goals
  • Collaborate with colleagues and partners to provide comprehensive financial services
  • Meet and exceed sales and customer service targets
Requirements
  • High School degree or equivalent required
  • 2+ years of sales and customer service experience, with a proven track record of meeting or exceeding targets
  • Excellent communication and problem-solving skills
  • Ability to work in a fast-paced environment and adapt to changing priorities
  • Strong analytical and technical skills, with the ability to learn and use new software and systems
  • Ability to work branch hours, including weekends and evenings
Preferred Qualifications
  • 1+ year of cash handling experience
  • Spanish or Portuguese language skills
What We Offer
  • Competitive salary and benefits package
  • Opportunities for career growth and professional development
  • Collaborative and supportive work environment
  • Recognition and rewards for outstanding performance