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Financial Services Representative

2 months ago

Buena Vista, United States Inbank Full time
Job Summary

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at InBank. As a key member of our banking team, you will be responsible for providing exceptional customer service, building relationships with clients, and promoting financial solutions to meet their needs.

Key Responsibilities
  • Customer Service: Provide excellent customer service to clients, responding to their inquiries, and resolving any issues in a timely and professional manner.
  • Relationship Building: Build and maintain strong relationships with clients, understanding their financial needs, and recommending suitable banking products and services.
  • Financial Solutions: Promote and sell financial solutions to clients, including deposit products, credit and debit cards, and other banking services.
  • Transaction Processing: Process transactions, including deposits, withdrawals, and transfers, ensuring accuracy and efficiency.
  • Business Development: Identify and pursue business development opportunities, working with clients to understand their financial goals and objectives.
  • Compliance: Maintain knowledge of banking regulations and policies, ensuring compliance with all relevant laws and guidelines.
Requirements
  • Education: High School Diploma or Equivalent
  • Experience: 1+ years of experience in sales, customer service, or a related field
  • Skills: Strong communication and interpersonal skills, ability to work in a fast-paced environment, and proficiency in Microsoft Office Suite
Benefits
  • Competitive Salary: Targeted hiring range based on experience
  • Bonus Eligibility: Annual bonus based on Company Bonus Plan/Individual Performance
  • Benefits Package: Medical, Dental, Vision insurance, Disability insurance, Employee assistance program, Flexible spending account, Health savings account, Life insurance
  • Paid Time Off: Vacation and sick leave, as well as paid Bank Holidays
  • 401(k) Plan: Company match begins with the first contribution and follows the company vesting schedule