Financial Services Representative

1 month ago


McKinney, Texas, United States Independent Financial Services Full time
Job Summary:
We are seeking a detail-oriented and customer-focused individual to join our team as a Financial Center Service Associate. This role involves providing exceptional service to our clients, processing transactions, and maintaining accurate records.

Key Responsibilities:
Process new account openings, including checking, savings, CDs, IRAs, and business accounts
Provide excellent customer service, building strong relationships and trust with clients
Participate in meeting financial center sales goals by cross-selling financial products and services
Perform duties of a Financial Center Teller, including balancing cash drawers and providing account services

Requirements:
High school diploma or equivalent education certificate (GED)
Minimum of 6 months of experience in a sales and service environment involving cash handling and face-to-face customer service interaction
Strong organizational, interpersonal, communication, and customer relation skills

Benefits:
Competitive starting pay rate of at least $19.50/hour
Full-time employees are eligible for medical, dental, and vision insurance
Eligible for 401k with a company match and competitive Paid Time Off (PTO)

Job Details:
Regular

Independent Financial Services:
We are a growing company committed to providing quality service to our clients. If you are a motivated and customer-focused individual, we encourage you to apply for this exciting opportunity.

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