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Part Time Banker

2 months ago

Mill Creek Washington, United States Quality Talent Group Full time
About This Role

We are seeking a skilled Customer Service Representative to join our team at Quality Talent Group. As a Financial Services Associate, you will play a critical role in providing exceptional customer experiences and supporting the growth of our business.

Key Responsibilities
  • Support customer engagement by processing transactions, sharing digital solutions, and making introductions to financial advisors
  • Complete operational activities while minimizing risks under established policies and procedures
  • Perform routine transactional, operational, and customer support tasks efficiently through knowledge of financial services and products
  • Receive direction from managers and exercise judgment within defined policies and procedures
  • Escalate questions and issues to more experienced roles
  • Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
  • Identify information and services to meet customers' financial needs
Requirements
  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Customer service focus with experience handling complex transactions across multiple systems
  • Ability to educate and connect customers to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with customers and team members
  • Experience working with others on a team to meet customer needs
  • Cash handling experience
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • Well-organized, independent, and able to prioritize in a fast-paced environment
  • Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
What We Offer
  • A competitive salary and benefits package
  • A comprehensive set of benefits, including health benefits, 401(k) Plan, paid time off, disability benefits, life insurance, critical illness insurance, and accident insurance
  • Opportunities for career growth and professional development
  • A dynamic and supportive work environment