Financial Center Representative

3 weeks ago


Manahawkin, New Jersey, United States Disability Solutions Full time
Job Summary

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Center Representative. 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 those needs.

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

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.

About Us

We are a leading financial institution dedicated to providing exceptional customer service and innovative financial solutions. Our values define us and our culture inspires us to make a positive impact in our local communities.

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