Financial Services Representative

3 days ago


Johnston, United States Citizens Full time
Job Overview

Citizens, a reputable financial institution, seeks a skilled Financial Services Representative to provide trusted advice and build lasting relationships with customers.

Key Responsibilities:
  • Assist customers with financial solutions, covering spending, saving, borrowing, and investing needs, through personalized recommendations.
  • Foster strong relationships with customers by understanding their financial goals and offering tailored solutions to help them achieve success.
  • Promote digital and mobile-first banking options to simplify transactions and enhance customer experience.
  • Collaborate with colleagues in Wealth Management, Mortgage, and Business Banking to address complex customer financial needs.
  • Make proactive outreach calls to attract new customers and schedule consultations to discuss their financial well-being.
Benefits and Requirements:
  • A competitive salary range of $23.00 - $27.17 per hour.
  • Demonstrated sales and customer service experience, preferably with 2 years of tenure, to meet or exceed performance goals.
  • The ability to ask insightful questions and identify customer needs to strengthen relationships.
  • Proficiency in utilizing digital technology to drive business objectives and improve customer satisfaction.
  • Excellent problem-solving skills and aptitude to offer effective solutions to customer issues.
  • Proven teamwork and collaboration abilities, with a focus on building relationships with colleagues and specialists.
  • Self-motivation, confidence, and the capacity to multitask efficiently.
  • Flexibility to work branch hours, including weekends and evenings, as required.
  • Compliance with all regulations set forth in the SAFE Act.


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