Financial Center Representative
3 days ago
We are seeking a highly motivated and customer-focused individual to join our team as a Sales and Service Specialist. In this role, you will be responsible for providing exceptional customer service and sales support to our clients. You will work closely with our customers to understand their financial needs and provide personalized solutions to meet their goals.
Key Responsibilities
• Assist clients with teller transactions and provide exceptional customer service
• Drive proactive sales and referral conversations through internal and outbound interactions
• Advance personal knowledge of sales techniques and utilize CRM system to foster relationship building conversations
• Provide ongoing support to customers regarding products and services
• Manage risk by maintaining compliance with applicable regulations and policies
Requirements
• High School Diploma or equivalent
• 1 or more years customer service or sales experience
• 6 to 12 months cash handling experience (preferred)
What We Offer
We offer a comprehensive benefits package, including medical plans, flexible spending account, dental and vision insurance, life insurance, 401(k) program, paid time off, and disability insurance coverage. We are an equal opportunity employer and are committed to providing equal employment opportunity for all qualified persons.
Language
This job requires fluency in English.
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