Financial Services Representative
1 week ago
Job Type:
Full-time
POSITION SUMMARY:
As a key member of our team, the Universal Banker is responsible for delivering exceptional customer service by welcoming clients, identifying their needs, and conducting proactive outreach. This role involves guiding clients in choosing from a variety of accounts and financial products. Responsibilities include managing the opening, maintenance, and closure of accounts, processing transactions related to deposits and loans, resolving customer inquiries, and meeting individual and office sales targets. Additionally, the position entails cross-selling services and referring clients to specialized departments, onboarding new clients, and processing consumer loan applications. Comprehensive sales tracking is also a critical aspect of this role, along with performing teller functions as needed.
QUALIFICATIONS:
Key Requirements:
- Self-motivated individual with strong problem-solving abilities.
- Detail-oriented and enjoys engaging with clients both over the phone and in person.
- Exhibits a friendly and helpful demeanor in all interactions.
- Maintains a satisfactory performance record in compliance with all banking policies and procedures.
- Ability to adapt to a flexible work schedule, including attending meetings outside of regular business hours.
- At least 2 years of experience in banking, sales, or customer service is required.
- Familiarity with relevant state and federal regulations, as well as bank operational policies.
- Proficient in using various software applications, including Word, Excel, Outlook, and other banking systems.
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