Financial Services Representative

About the role

This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.

Responsibilities

• Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
• Triage client requests and makes referrals to appropriate internal specialists
• Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities

Required Qualifications

• Delivers solutions and experiences that improve clients' financial lives
• Applies learnings and adapts new information to identify appropriate client solutions
• Builds strong client relationships through effective communication and collaboration
• Displays a proactive and ambitious mindset and effective time management
• Demonstrates a results-driven mindset and prioritizes client interests
• Demonstrates a willingness to establish a career in the financial services industry
• Strong computer application skills, including Microsoft Office

Desired Qualifications

• Bachelor's degree and/or minimum of one year of experience in a performance-based environment

Skills

• Active Listening
• Attention to Detail
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Account Management
• Client Experience Branding
• Decision Making
• Emotional Intelligence
• Result Orientation
• Adaptability
• Coaching
• Prioritization
• Referral Identification
• Written Communications