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Financial Services Associate
2 months ago
Job Overview
:This position is dedicated to interacting with clients in the banking center to provide education and support for utilizing self-service options, including mobile banking, online banking, and ATMs. Key duties involve accurately processing cash transactions as required. The role emphasizes meaningful conversations with clients to understand their financial and personal priorities, linking them to solutions that align with their financial objectives.
Key Responsibilities:
Upholds the bank's risk management culture and pursues operational excellence Cultivates relationships with clients to address their financial requirements Adheres to established procedures and guidelines in daily operations to ensure compliance with laws and regulations Expands business knowledge and network by collaborating with specialists in small business, lending, and investment sectors Effectively manages client traffic, appointments, and outbound communications Enhances the client experience Oversees cash handling responsibilitiesRequired Qualifications:
A proactive, highly motivated individual with a strong work ethic and a focus on achieving results in the client's best interest Works collaboratively to accomplish tasks, fostering and maintaining strong relationships Demonstrates enthusiasm, commitment, and determination to enhance clients' financial well-being Confidently identifies solutions for both new and existing clients based on their specific needs Communicates effectively and confidently, engaging with all clients Possesses the ability to learn and adapt to new information and technology platforms Proficient in educating clients on conducting basic banking transactions through self-service technologies (e.g., ATM, online banking, mobile banking) Applies strong analytical and problem-solving skills to fulfill clients' needs Adheres to established processes and guidelines in daily operations to act in the best interest of clients and the bank, complying with all relevant laws and regulations Efficiently manages time and workload Focuses on achieving results while prioritizing the client's best interests Flexible to work weekends and/or extended hours as necessaryDesired Qualifications:
Experience in the financial services sector with knowledge of industry products and solutions At least one year of proven sales experience in a salary plus incentive structure with individual sales targets Six months of experience in cash handling Bachelor's Degree or a business-related Associate's Degree, such as business management, business administration, or financeSkills:
Adaptability Business Acumen Customer and Client Focus Oral Communication Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral ManagementShift:
1st shift (United States of America)Hours Per Week:
40