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Financial Services Representative
2 months ago
This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services.
Key Responsibilities- Risk Management: Ensure accurate and efficient processing of client transactions, maintaining a thorough understanding of all client accounts and transactions.
- Client Service: Provide exceptional service to all clients, responding to inquiries and requests regarding accounts, and exceeding client expectations in terms of accuracy, efficiency, courtesy, and professionalism.
- Sales and Service: Proactively promote, cross-sell, and refer products and services as appropriate to meet our client's financial needs, supporting the achievement of branch sales goals and objectives.
- Operations: Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients, and process routine to complex client transactions.
- Compliance: Ensure adherence to all regulatory requirements and company policies, maintaining a thorough understanding of all relevant laws and regulations.
- Education: High School diploma or equivalent required; Associate/Bachelor's degree preferred.
- Experience: Minimum of 1 to 2 years of financial services or equivalent sales/service experience required.
- Skills: Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community.
- Technical Skills: Proficiency with Word, Excel, Outlook, PowerPoint, and core banking deposits and new account software.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
