Financial Solutions Advisor – People-First Banker

Citizens; Medford (MA); On-site; USD 33,751 - 40,666; Full time

Benefits offered by this job

Paid time off for volunteering

401(k) with company match

Comprehensive health care coverage

Education reimbursement

Job summary

A leading financial services company in Medford, MA, is looking for a Customer Banker to foster relationships with customers and provide tailored financial solutions. The role requires strong communication skills and the ability to collaborate with various teams to address diverse financial needs. Ideal candidates will have a high school diploma, two years of sales and customer service experience, and the ability to work flexible hours. Benefits include competitive pay, comprehensive healthcare, and career development opportunities.

Qualifications

• 2 years of sales and customer service experience.
• Ability to ask effective questions to identify customer needs.
• Recognized ability to strengthen relationships through collaboration.

Responsibilities

• Provide financial solutions and advice to customers.
• Build and maintain lasting relationships with clients.
• Collaborate with partners in Wealth Management and Mortgage.

Skills

Sales experience

Customer service skills

Problem-solving skills

Digital technology usage

Relationship building

Education

High School degree or GED

Job description

A leading financial services company in Medford, MA, is looking for a Customer Banker to foster relationships with customers and provide tailored financial solutions. The role requires strong communication skills and the ability to collaborate with various teams to address diverse financial needs. Ideal candidates will have a high school diploma, two years of sales and customer service experience, and the ability to work flexible hours. Benefits include competitive pay, comprehensive healthcare, and career development opportunities.