Financial Services Representative
2 days ago
We are seeking a highly skilled and motivated Financial Services Representative to join our team at Citizens. As a key member of our branch, you will be responsible for building and maintaining strong relationships with our customers, providing expert financial guidance and advice to help them achieve their goals.
Key Responsibilities:
- Develop and maintain a deep understanding of our customers' financial needs and goals
- Provide personalized financial guidance and advice to help customers make informed decisions
- Build and maintain strong relationships with customers through regular communication and follow-up
- Collaborate with colleagues to identify and pursue new business opportunities
- Stay up-to-date on industry trends and developments to ensure our customers receive the best possible service
Requirements:
- High School degree or equivalent required
- 2+ years of sales and customer service experience, with a proven track record of meeting or exceeding sales targets
- Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues
- Strong analytical and problem-solving skills, with the ability to think critically and make sound decisions
- Ability to work in a fast-paced environment and adapt to changing priorities and deadlines
Preferred Qualifications:
- 1+ year of experience in a financial services or banking environment
- Knowledge of financial products and services, including loans, credit cards, and investments
- Experience with sales and customer service software and systems
What We Offer:
- A competitive salary and bonus structure
- A comprehensive benefits package, including medical, dental, and vision insurance
- A 401(k) plan with company match
- Opportunities for professional development and career advancement
- A collaborative and supportive work environment
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