Senior Financial Associate

1 day ago


Virginia Beach, Virginia, United States Disability Solutions Full time
About the Role

At Disability Solutions, we are seeking a skilled Senior Financial Associate to serve as the first point of contact for our clients. This role is responsible for uncovering personal banking needs and offering tailored solutions. Key responsibilities include deepening client relationships, supporting clients with self-service or transactional activities, and providing exceptional client care.

Key Responsibilities:
  • Partner with teams to provide financial center clients with consumer and small business solutions.
  • Assist, educate, and train clients on conducting simple transactions through self-service technologies.
  • Leverage available resources to optimize the client experience and deliver operational excellence.
  • Adhere to established processes, laws, and guidelines in performing day-to-day activities.

Requirements:
  • A minimum of one year of sales experience in a relationship-oriented environment.
  • In lieu of one year of sales experience, has previously held a similar role at Disability Solutions for at least six months.
  • Strong communication and problem-solving skills.

Estimated Salary: $55,000 - $65,000 per annum
Work Schedule:
1st shift (Monday to Friday)

Benefits:
- Comprehensive health insurance
- Retirement savings plan
- Paid time off

Why Join Us?
We offer a dynamic work environment, opportunities for career growth, and a commitment to making a positive impact in the community.

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