Financial Services Specialist
20 hours ago
Are you a highly motivated individual with excellent communication skills? We are seeking a Financial Services Specialist to join our team at CFG Bank in Baltimore, Maryland.
About UsCFG Bank is a leading financial institution serving the national healthcare and multifamily markets. With over 30 years of expertise, we rank among the top five healthcare bridge-to-HUD lenders in the country. Our mission is to redefine banking by blending big bank capabilities with personalized boutique service.
About the RoleAs a Financial Services Specialist, you will be responsible for providing exceptional customer service, managing both Teller and Platform transactions, and promoting bank products to enhance customer relationships. You will work closely with customers to understand their financial needs and provide tailored solutions.
Key Responsibilities- Ensure customers receive friendly, efficient service while adhering to bank regulations and minimizing risks.
- Respond professionally to customer inquiries, prioritizing confidentiality of accounts and transactions.
- Identify and promote bank products to enhance customer relationships, referring to new accounts personnel as needed.
- Contribute to meeting branch and bank goals through effective self-management.
- Acquire and maintain comprehensive knowledge of bank products and services.
- High school diploma or equivalent with basic math skills and demonstrated time-management and organizational abilities.
- Preferred minimum of two to three years of related branch-banking experience.
- Working knowledge of IRA account structures, rules, and requirements.
- Ability to be cross-trained in Teller and Platform skills; experience in both areas preferred.
- Effective written and verbal communication skills for interaction with the public and colleagues across departments.
We offer a competitive salary of $24 per hour, plus a comprehensive benefits package, including:
- Employer-provided health benefits: medical insurance, dental & vision insurance, disability insurance, life insurance, mental health support services, wellness program & free health club membership (for Baltimore-based employees)
- Paid time off: vacation days, sick leave, volunteer days
- Retirement plan: 401(k) with employer match
- Discretionary annual bonus and overtime pay for non-exempt positions
CFG Bank is an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other legally protected characteristic. We are committed to ensuring a diverse and inclusive workplace.
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