Branch Banking Client Service Representative
3 days ago
Job Summary
A Client Financial Services Specialist at New York Community Bank provides high quality, prompt, and professional financial services to customers. The role involves interacting with clients to meet their financial goals, processing financial transactions accurately and efficiently, and assisting the team in meeting branch goals.
Key Responsibilities:
- Sales Performance: Support team efforts to achieve growth targets in financial performance and primary client acquisition by actively seeking and delivering client introductions to the right team members.
- Client Experience: Provide positive client experiences by assisting with account questions, problems, and complaints, and through research and communication resolve in a timely and effective manner. Deliver client engagement and education, meeting behavioral activity goals as defined by Retail Leadership.
- Management: Deliver timely and accurate daily financial transactions, striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations.
- Perform special projects and additional duties as required.
- Consistently adhere to regulatory and compliance policies and standards linked to the job, complete required compliance trainings, and maintain compliance with applicable federal, state, and local laws and regulations.
Job Requirements:
- High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required.
- 0 – 3 years of customer service and sales experience, required.
- Experience in financial services industry, preferred.
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