Financial Services Representative

5 days ago


West Roxbury, Massachusetts, United States Citizens Full time
About the Role

We are seeking a highly skilled and motivated Financial Services Representative to join our team at Citizens. As a key member of our branch, you will be responsible for building and maintaining strong relationships with our customers, providing personalized financial solutions, and delivering exceptional customer service.

Key Responsibilities
  • Customer Relationship Building: Develop and maintain strong relationships with customers, understanding their financial goals and needs, and providing tailored solutions to meet their requirements.
  • Financial Solutions: Provide customers with a range of financial solutions, including banking, lending, and investment products, and ensure they are aware of the benefits and features of each product.
  • Customer Service: Deliver exceptional customer service, responding to customer inquiries, resolving issues, and ensuring customer satisfaction.
  • Collaboration: Work closely with colleagues and partners to ensure seamless delivery of financial services and solutions to customers.
Requirements
  • High School Diploma or Equivalent: Required
  • 2+ Years of Sales and Customer Service Experience: Demonstrated ability to meet or exceed sales targets and provide exceptional customer service.
  • Strong Communication and Problem-Solving Skills: Ability to effectively communicate with customers, understand their needs, and provide solutions to complex problems.
  • Ability to Work in a Fast-Paced Environment: Ability to work in a dynamic and fast-paced environment, prioritizing tasks, and meeting deadlines.
Preferred Qualifications
  • 1+ Year of Cash Handling Experience: Experience handling cash, processing transactions, and maintaining accurate records.
What We Offer
  • Competitive Salary and Benefits: Comprehensive compensation package, including salary, benefits, and opportunities for career growth.
  • Opportunities for Career Advancement: Opportunities to advance your career, develop new skills, and take on new challenges.
  • Collaborative Work Environment: Collaborative and supportive work environment, with opportunities to work with a diverse team of professionals.


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