Financial Services Representative

Carter Bank; Danville (VA); On-site; USD 30,000 - 60,000; Full time

Job summary

Ein dynamisches Unternehmen sucht einen Finanzdienstleistungsvertreter, der die erste Anlaufstelle für Kunden ist. In dieser Rolle bieten Sie finanzielle Expertise und unterstützen Kunden bei ihren Bankbedürfnissen. Sie werden aktiv Beziehungen aufbauen, indem Sie auf die Bedürfnisse der Kunden eingehen und Lösungen anbieten, die Vertrauen schaffen. Diese Position erfordert exzellente Kommunikationsfähigkeiten und die Fähigkeit, in einem schnelllebigen Umfeld zu arbeiten. Es ist eine großartige Gelegenheit, Ihre Karriere im Bankwesen zu entwickeln und einen positiven Einfluss auf das finanzielle Wohlbefinden der Kunden zu haben.

Qualifications

• Erforderliche Kundenservice- und Verkaufserfahrung.
• Grundlegendes Verständnis von Bankprodukten und -dienstleistungen.

Responsibilities

• Bereitstellung einer Vielzahl von Kundenservices, einschließlich Transaktionsverarbeitung.
• Aktive Teilnahme an bankgesponserten Veranstaltungen zur Kundengewinnung.

Skills

Kundenservice

Verkaufserfahrung

Problemlösungsfähigkeiten

Zusammenarbeit

MS Office

Anpassungsfähigkeit

Priorisierungsfähigkeiten

Kritisches Denken

Education

High School Diplom

Einige College-Kurse

Job description

SUMMARY:
As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling everyday transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out.

ESSENTIAL JOB FUNCTIONS:

1. Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners.
2. Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust.
3. Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals.
4. Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions.
5. Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations).
6. Actively participates in and supports the bank's strategic plan to grow all aspects of the retail bank’s business.
7. Meets or exceeds sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services.
8. Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise.
9. Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers.

JOB REQUIREMENTS:

1. High school diploma or equivalence required, some college a plus.
2. Successful customer service and/or sales experience required.
3. Previous experience in a retail bank or related industry preferred.
4. Prior cash handling experience preferred.

KNOWLEDGE/SKILLS REQUIRED:

1. Intermediate customer service skills.
2. Intermediate verbal, written, and listening skills.
3. Basic problem-solving skills.
4. Intermediate collaboration skills.
5. Basic understanding of banking products and services.
6. Intermediate adaptability skills.
7. Basic prioritization skills.
8. Basic proficiency with MS Office.
9. Basic critical thinking skills.

PHYSICAL AND MENTAL QUALIFICATIONS:

1. Standing, walking, bending, and stooping required.
2. Must be able to sit at a desk for long periods of time and use a computer.
3. Must be able to occasionally move or lift up to 25 pounds.
4. May be asked to work supplemental hours periodically.
5. Limited travel required occasionally during and after business hours.

Qualifications

Skills

Behaviors

:

Motivations

:

Education

Required

High School or better.

Experience

Licenses & Certifications

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.