Financial Services Representative

4 weeks ago


Alpharetta, United States Prescott Partners Full time

Job Summary:

We are seeking a skilled Financial Services Representative to join our team at Prescott Partners. As a key member of our financial center, you will be responsible for building and maintaining strong relationships with clients, providing personalized financial solutions, and delivering exceptional customer service.

Key Responsibilities:

  • Meet with clients to understand their financial needs and provide tailored solutions.
  • Manage client relationships, including existing clients and prospects, to grow our business and increase revenue.
  • Stay up-to-date on banking products and services to effectively communicate their benefits to clients.
  • Collaborate with other team members to achieve business objectives and provide excellent customer service.

Requirements:

  • High school diploma or equivalent required.
  • 4+ years of retail banking experience, preferably in a client-facing role.
  • Advanced knowledge of banking products and services.
  • Excellent communication and interpersonal skills.

About Prescott Partners:

Prescott Partners is a growing community bank dedicated to providing exceptional financial services to our clients. We are committed to building strong relationships with our clients and community, and we are seeking like-minded individuals to join our team.



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