Financial Solutions Advisor

Citizens; Orleans (MA); On-site; USD 27,844 - 39,657; Full time

Benefits offered by this job

Comprehensive health care coverage

401K with corporate match

Tuition assistance

Paid time off for volunteering

Job summary

A regional financial services provider in Orleans is seeking a dedicated Customer Banker. You will assist customers with their financial needs, focusing on building relationships and delivering tailored financial solutions. Ideal candidates will possess sales and customer service experience along with strong problem-solving abilities. The position offers comprehensive benefits and opportunities for career growth.

Qualifications

• 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals.
• Ability to effectively ask questions and identify needs to improve the customer relationship.
• Self-motivated, confident and ability to multitask effectively.

Responsibilities

• Provide recommendations and assist customers with financial solutions.
• Collaborate with partners to help customers with complex financial needs.
• Make outbound calls to acquire new customers.

Skills

Sales experience

Customer service experience

Problem-solving skills

Relationship building

Digital technology skills

Education

High School degree or GED

Job description

A regional financial services provider in Orleans is seeking a dedicated Customer Banker. You will assist customers with their financial needs, focusing on building relationships and delivering tailored financial solutions. Ideal candidates will possess sales and customer service experience along with strong problem-solving abilities. The position offers comprehensive benefits and opportunities for career growth.