Financial Services Associate
2 weeks ago
Job Title: Universal Banker
We are seeking a dedicated Universal Banker who is committed to delivering outstanding customer service and support. This role is ideal for individuals with experience in the financial sector or sales who are eager to assist clients with their banking needs.
Working Hours: 8am-5pm, with rotating Saturdays until noon. Flexibility for early mornings or late evenings may be necessary.
Position Overview:
- Evaluate customer requirements and suggest suitable financial products.
- Facilitate the opening of new accounts and efficiently manage transactions.
- Promote a sales-oriented environment to achieve branch objectives.
Key Responsibilities:
- Market and provide deposit and loan offerings to clients.
- Ensure compliance with policies during account openings and loan processing.
- Handle deposits, cash checks, and manage various banking operations.
Required Skills and Qualifications:
- Familiarity with banking products and services.
- Comprehension of banking regulations and procedures.
- Proficient communication skills for interaction with clients and team members.
Education and Experience:
High school diploma or equivalent professional experience.
A minimum of six months in a teller role or customer service experience is preferred.
Sales experience is advantageous.
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