Financial Services Representative

3 days ago


Downingtown, Pennsylvania, United States S and T Bank Full time
Job Summary

S and T Bank is seeking a highly skilled and detail-oriented Financial Services Specialist II to join our team. As a key member of our Financial Services Department, you will provide exceptional customer service and support to our clients, while also assisting our Financial Advisors in various administrative tasks.

Key Responsibilities
  • Provide customer service to assigned Financial Services customers, responding to inquiries and resolving issues in a timely and professional manner.
  • Assist in the daily function of the satellite office, including processing paperwork, maintaining files, and providing secretarial and receptionist services to the Financial Advisor.
  • Process client money movement and update the Ameriprise CRM Salesforce with meeting notes, client calls, and all activity.
  • Maintain a good working relationship with bank employees and demonstrate strong interpersonal skills, with the ability to work independently and as part of a team.
  • Perform additional duties as assigned, including maintaining office supply inventories and assisting with marketing material preparation.
Requirements
  • High school diploma or equivalent basic academic education.
  • One to two years of general and specialized experience, specifically in financial services.
  • Strong communication and interpersonal skills, with the ability to work in a fast-paced environment.
  • Ability to operate a keypad device and office equipment, with occasional lifting and moving of up to 10 lbs.
Working Conditions

The Financial Services Specialist II will work in a dynamic and collaborative environment, with a focus on providing exceptional customer service and support to our clients. The ideal candidate will be highly organized, detail-oriented, and able to work effectively in a team setting.



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