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Financial Services Representative

2 months ago

Union, New Jersey, United States Unity Bank Full time
Universal Banker

Position Overview

The Universal Banker plays a vital role in delivering outstanding customer experiences while promoting the financial institution's offerings. This position requires a comprehensive understanding of the bank's services to effectively recommend solutions tailored to clients' financial requirements. Responsibilities include account management, transaction processing, and addressing customer inquiries.

Core Responsibilities

  • Utilize consultative selling techniques to identify and capitalize on sales opportunities.
  • Engage clients in insightful discussions to ascertain their financial objectives and suggest suitable products.
  • Act as a digital banking advocate, encouraging customers to utilize online banking services.
  • Initiate proactive sales dialogues and contribute to sales-driven initiatives.
  • Enhance customer loyalty through dedicated sales and service efforts.
  • Participate actively in branch meetings and community events.
  • Execute transactions accurately while delivering exceptional customer support.
  • Stay informed about banking policies, procedures, and product offerings.
  • Adhere to all regulatory guidelines and compliance requirements.

Qualifications

  • High School Diploma or equivalent is required.
  • 3-5 years of experience in retail or customer service is preferred.
  • Experience in cash handling or direct customer interaction is advantageous.
  • Excellent organizational and communication abilities.
  • Proficient in Microsoft Office applications.

Physical Demands

  • Ability to remain seated for extended durations.
  • Capable of using hands for transactions and documentation.
  • Able to read computer displays and operate office equipment.

Work Environment

  • Standard office setting with moderate ambient noise levels.

Compliance Commitment

  • Ensure adherence to all bank policies and procedures.