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Financial Services Representative

2 months ago

Needham, Massachusetts, United States Citizens Full time
Job Summary

We are seeking a highly motivated 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 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 products and services, including deposit accounts, loans, and investment products, and help them achieve their financial objectives.
  • Customer Service: Deliver exceptional customer service, responding to customer inquiries, resolving issues, and ensuring customer satisfaction.
  • Team Collaboration: Work closely with colleagues and other stakeholders to achieve business objectives, share knowledge, and best practices.
Requirements
  • Education: High school diploma or equivalent required.
  • Experience: 2 years of sales and customer service experience, with a proven track record of meeting or exceeding sales targets.
  • Skills: Strong communication and problem-solving skills, ability to work in a fast-paced environment, and a passion for delivering exceptional customer service.
Preferred Qualifications
  • Cash Handling Experience: 1 year of cash handling experience, with a strong understanding of financial transactions and procedures.
What We Offer
  • Meaningful Work: The opportunity to make a positive impact on customers' lives, helping them achieve their financial goals and objectives.
  • Commitment to Community: A commitment to giving back to the community, with 4 hours of paid time off annually for volunteering, and a matching program for donations to eligible 501(c)(3) organizations.
  • Career Opportunities: A range of career development opportunities, including training, coaching, and career planning resources, to help you grow and succeed in your career.
  • Exceptional Benefits: Comprehensive health care coverage, a 401K plan with corporate match, tuition assistance, and other benefits to support your well-being and career growth.