Financial Services Representative

3 weeks ago


Haines City, Florida, United States Palmer Group Full time
Job Summary

We are seeking a highly skilled and customer-focused Personal Banker to join our team at Palmer Group. As a Personal Banker, you will be responsible for providing exceptional customer service, processing customer transactions, and coordinating deposit operations.

Key Responsibilities:

  • Process customer transactions and provide a positive customer experience
  • Coordinate all deposit operations, including cash handling and deposit balancing
  • Perform teller duties, including opening, closing, and managing accounts for consumers and businesses
  • Cross-sell appropriate products and services to benefit customers
  • Answer customer inquiries in person, on the phone, through email, or mobile chat
  • Follow all established policies and procedures

Requirements:

  • 6+ months of experience working in a bank, credit union, or financial institution
  • Skilled at handling cash and deposit accounts
  • Ability to listen to customer requests and process them efficiently and accurately
  • Attention to detail
  • Microsoft Word and Excel experience

About Palmer Group:

Palmer Group is a premier employment agency providing employment solutions to clients and candidates. With a strong focus on customer service and a passion for making lives better, we are committed to helping our clients find the right talent for their businesses.



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