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Financial Services Representative

2 months ago

Lockport, Illinois, United States Citizens Full time
Job Summary

Citizens is seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a key member of our branch, you will be responsible for building strong relationships with customers, providing personalized financial solutions, and delivering exceptional customer service.

Key Responsibilities
  • Customer Relationship Building
    • Develop and maintain strong relationships with customers to understand their financial needs and goals.
    • Provide personalized financial solutions and recommendations to customers.
  • Financial Solutions
    • Assist customers with financial solutions, including spending, saving, borrowing, and investing.
    • Introduce customers to digital and mobile-first ways to handle banking transactions.
  • Collaboration and Communication
    • Collaborate with partners in Wealth Management, Mortgage, and Business Banking to help customers with complex financial needs.
    • Make outbound calls to acquire new customers and schedule financial checkup appointments.
  • Compliance and Risk Management
    • Ensure all financial policies and procedures are followed, including proper cash handling, state and local laws, and regulations.
Requirements
  • Education and Experience
    • High School degree or GED required.
    • 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals.
  • Skills and Abilities
    • Ability to effectively ask questions and identify needs to improve the customer relationship.
    • Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions.
    • Demonstrated skills in using digital technology to support the delivery of business goals.
    • Aptitude to problem solve and provide solutions to customer issues.
    • Recognized ability to strengthen relationships with teammates, business partners, and specialists through collaboration.
    • Self-motivated, confident, and ability to multitask effectively.
  • Work Schedule and Environment
    • Ability to work branch hours, which can include weekends and evenings.
Preferred Qualifications
  • Cash Handling Experience
    • 1 year of cash handling experience.
Benefits and Compensation

Citizens offers a competitive salary range of $20.00-$26.39 per hour, comprehensive health care coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.