Financial Services Representative
2 weeks ago
Pioneer Bank, National Association is seeking a Financial Services Representative to join our team. In this role, you will work closely with clients to understand their financial goals and objectives, and provide personalized recommendations and guidance on a range of financial products and services.
Responsibilities- Meet with clients to discuss financial goals and objectives
- Develop and implement customized financial plans
- Collaborate with cross-functional teams
- Analyze client data to identify opportunities
- Deliver exceptional customer service
To succeed in this role, you will need a minimum of 1 year of cash handling experience and customer service experience, preferably recommending and referring products and services. You should also possess excellent communication and interpersonal skills, as well as the ability to work effectively in a fast-paced team environment.
What We OfferWe offer a competitive salary range of $26-$36 per hour, depending on experience. Our benefits package includes opportunities for professional growth and development, a dynamic team environment, and a commitment to diversity and inclusion. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.
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