Part-Time Financial Services Advisor

HR Ghost Board; Ashburnham (MA); In loco; USD 22.000 - 26.000; Part-time

Vantaggi offerti da questo lavoro

Short-term incentive

Descrizione del lavoro

Conexus in Moose Jaw is seeking a part-time Financial Services Representative to be the first point of contact for members, delivering everyday banking services and products to meet immediate needs. You’ll work 25-35 hours per week, providing assistance with bill payments, deposits, withdrawals, and more.

You’ll identify member needs, refer to Financial Advisors when appropriate, and ensure compliance with industry policies.

Competenze

• High School Diploma
• Experience in providing customer service
• Experience in cash handling

Mansioni

• Assisting members with day-to-day banking services such as bill payments, deposits, withdrawals and much more
• Proactively identifying and responding to members’ needs to empower members to achieve what matters to them
• Learning additional aspects of branch actions from opening accounts and wire transfers, to completing simple credit card applications – to help fill in any gaps on a day to day basis
• Uncovering opportunities to refer members to Financial Advisors to further develop and strengthen relationships
• Adhering to policies and procedures to ensure compliance within the industry

Conoscenze

Customer service

Cash handling

Communication

Team player

Detail oriented

Listening skills

Formazione

High School Diploma

Descrizione del lavoro

Conexus in Moose Jaw is seeking a part-time Financial Services Representative to be the first point of contact for members, delivering everyday banking services and products to meet immediate needs. You’ll work 25-35 hours per week, providing assistance with bill payments, deposits, withdrawals, and more.

You’ll identify member needs, refer to Financial Advisors when appropriate, and ensure compliance with industry policies.