Financial Services Representative II - North Babylon
Welcome to our Financial Services Representative II position in North Babylon, NY. If you have worked here before, please enter the username you used when you worked at this company or use your personal email address you used for your account.
About the role
As a Financial Services Representative II, you will be responsible for providing exceptional customer service, managing client relationships, and assisting with financial transactions. You will work closely with clients to understand their needs and provide tailored solutions to meet their financial goals.
Responsibilities
- Handle incoming calls and emails from clients to provide prompt and accurate assistance.
- Manage client relationships by maintaining regular communication and addressing concerns promptly.
- Process financial transactions accurately and efficiently, ensuring compliance with all policies and procedures.
- Provide educational resources to clients on various financial products and services.
- Participate in training sessions to enhance skills and knowledge in financial services.
Requirements
- Bachelor's degree in Finance, Business Administration, or a related field.
- At least 2 years of relevant experience in a customer service or financial role.
- Strong interpersonal and communication skills.
- Proficiency in Microsoft Office Suite.
- Ability to work independently and manage multiple tasks simultaneously.
Qualifications
- Excellent problem-solving and analytical skills.
- Knowledge of financial products and services.
- Ability to handle sensitive and confidential information.
Skills
- Customer service orientation.
- Technical proficiency with financial software.
- Attention to detail.
Benefits
- Competitive salary package.
- Health insurance coverage.
- Flexible work schedule.
- Professional development opportunities.
Pay
The pay range for this position is $45,000 to $60,000 annually, commensurate with experience.
Schedule
The Financial Services Representative II position offers a flexible schedule that includes both day and evening shifts.