Senior Financial Service Representative (Universal Banker)

TieTalent; Willistown Township (Chester County); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Senior Financial Service Representative to enhance customer experiences and drive sales through exceptional service. This role involves managing financial transactions, building customer relationships, and promoting various financial products. The ideal candidate will have a strong background in sales and customer service, with a passion for helping clients achieve their financial goals. Join a dynamic team committed to excellence and make a meaningful impact in the financial sector while enjoying a supportive work environment.

Qualifications

• 2+ years of sales and face-to-face customer service experience required.
• Strong communication and problem-solving skills are essential.

Responsibilities

• Drive sales through service by developing positive customer experiences.
• Assist customers with financial transactions and cross-sell services.

Skills

Sales Experience

Customer Service

Communication Skills

Problem-Solving Skills

Decision-Making Skills

Education

High School Diploma or equivalent

Tools

PC

Multiple Software Applications

Job description

Join to apply for the Senior Financial Service Representative (Universal Banker) role at TieTalent.

Get AI-powered advice on this job and more exclusive features.

About

The incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. They will drive sales through service by developing a positive customer experience and proactively seeking ways to build and expand customer relationships to contribute to the organization’s success. This customer-facing role involves assisting customers with routine and complex financial transactions, including opening accounts, deposits, withdrawals, loan applications, and cross-selling services like credit cards, investments, insurance, and IRAs. The role emphasizes quality customer interactions rooted in Citadel Class Service principles (Accuracy, Value, Respect, and Convenience) to establish trust and position Citadel as the best banking choice.

Duties and Responsibilities

1. Demonstrate courtesy and efficiency, exceeding expectations and applying Citadel’s Class Service Principles.
2. Recognize opportunities to promote or sell Citadel’s products and services to meet sales goals.
3. Accurately perform financial transactions, including cash handling with various technologies.
4. Add value through consultative services to meet individual financial goals.
5. Service customers via multiple channels, including in-person, outbound calls, inbound call center, and community events.
6. Develop and maintain relationships with business partners and departments to maximize sales.
7. Ensure operational and financial safety through sound decision-making.
8. Adhere to operational compliance, security policies, and applicable laws.
9. Understand industry trends, scams, and risks affecting customers and the organization.
10. Interact professionally and respectfully with co-workers, management, customers, and vendors.
11. Meet SAFE Act requirements, including background checks and NMLS registration.
12. Complete annual BSA training and maintain confidentiality of financial information.
13. Work Saturdays as required.
14. Perform other duties as assigned.

Experience and Education

• 2+ years of sales and face-to-face customer service experience required; 3+ years preferred.
• Prior financial industry experience preferred.
• Cash handling experience preferred.
• NMLS registration preferred.
• Notary preferred.
• Proficiency with PC and multiple software applications.
• Strong communication, judgment, decision-making, and problem-solving skills.
• Ability to develop business organically and work effectively in a team.
• Self-motivated with accountability for achieving goals.
• Knowledge of Citadel products (mortgages, auto loans, home equity).
• High School Diploma or equivalent required.

Additional Information

Performance metrics will be set annually based on corporate goals. The work environment is moderate noise, with demands that may vary. Physical demands include sitting, standing, talking, hearing, walking, and occasionally lifting up to 20 pounds. Community events may occur in various locations. Citadel is an equal opportunity employer committed to diversity and compliance with employment laws.