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Senior Financial Services Representative
il y a 1 mois
As a Senior Financial Services Representative, you will be responsible for building and maintaining strong relationships with customers, providing personalized financial solutions, and delivering exceptional customer service. Your passion for helping others and your enthusiasm for building lasting relationships will make you a valuable asset to our team.
Key responsibilities include:
- Managing assigned customers and proactively meeting with them to build lasting relationships and discover financial needs
- Learning products, services, and procedures quickly and accurately to deliver solutions that meet customer needs
- Operating within established risk parameters and meeting internal/external risk and compliance obligations
- Providing excellent communication skills and tailoring features and benefits of products/services to customers with differing needs
Requirements
To be successful in this role, you will need:
- 1+ year of experience in Retail banking sales, Financial services sales, or Consultative relationship sales role in a related industry
- High school degree, GED, or foreign equivalent
- Excellent communication skills and ability to work branch hours including weekends and some evenings
What We Offer
We offer a competitive salary and benefits package, as well as opportunities for career development and growth. If you are passionate about delivering exceptional customer service and building lasting relationships, we encourage you to apply for this exciting opportunity.