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Financial Services Representative
2 weeks ago
The Financial Center is seeking a dynamic and customer-focused Financial Services Representative to join our team. As a key member of the platform staff, this role is responsible for proactively identifying and meeting the financial needs of customers or prospects through the consultative sales process.
This position involves acquiring new households and deepening existing customer relationships through various activities such as lobby leadership, aisle time, and tele-consulting. The representative will also be responsible for processing teller transactions and working as part of the platform staff.
In addition to these responsibilities, the Financial Services Representative will focus on risk management by following policies, procedures, and elevating concerns. This includes identifying, assessing, managing, monitoring, and reporting risks to ensure a positive customer experience.
Key Responsibilities:- Built Relationships: Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
- Product Knowledge: Maintain knowledge of Retail consumer and small business products/services and recommend appropriate solutions.
- Cross-Selling: Focus on cross-selling to existing customers and outside sales activities such as community events and business calls.
- Customer Service: Promote customer satisfaction with professionalism and helpfulness, and own customer issues and answer questions confidently.
- Risk Management: Follow policies for opening and servicing Retail products, participate in loan and bankcard processes from application to closing, and stay updated on procedures to prevent fraud and manage risks.
- Education: High school diploma or equivalent required.
- Skillset: Strong communication, problem-solving, and organizational skills are essential for success in this role.
We offer a competitive compensation package, comprehensive training programs, and opportunities for career growth and development.
We are an equal opportunity employer committed to diversity and inclusion. We strive to create a work environment that is welcoming and inclusive of all employees.
We are proud to offer a range of benefits to our employees, including health insurance, retirement plans, and paid time off.
We are dedicated to providing excellent service to our customers and stakeholders, and we expect all employees to share this commitment.
We are constantly looking for ways to improve our services and operations, and we encourage all employees to contribute their ideas and suggestions.
We believe in giving back to our community and supporting local charities and organizations.
We are committed to maintaining a safe and secure work environment, and we take all necessary steps to protect our employees and assets.
We are always looking for talented and motivated individuals to join our team.
We are committed to providing ongoing training and development opportunities to help our employees succeed in their roles.
We believe in promoting from within and offering opportunities for career advancement.
We are committed to fostering a culture of teamwork and collaboration among our employees.
We are dedicated to providing excellent customer service and exceeding our customers' expectations.
We are committed to innovation and continuous improvement, and we encourage all employees to think creatively and suggest new ideas.
We are committed to being a good corporate citizen and contributing positively to our community.
