Personal Banker II (Financial Services Representative)

About the role

Join our team as a Personal Banker II (Financial Services Representative). Our ideal candidate is a dynamic individual with strong customer service skills and a passion for helping others achieve their financial goals.

Responsibilities

• Provide exceptional customer service to clients through phone, email, and in-person interactions.
• Identify and pursue new business opportunities by engaging with existing clients and prospects.
• Manage client relationships by providing personalized financial advice and solutions.
• Process transactions and maintain accurate records of all client accounts.
• Participate in training programs to enhance product knowledge and sales techniques.

Requirements

• High school diploma or equivalent.
• Minimum 2 years of relevant experience in a customer service or sales role.
• Strong interpersonal and communication skills.
• Ability to work independently and manage multiple tasks simultaneously.
• Proficient in Microsoft Office Suite.

Qualifications

• Bachelor’s degree in finance, banking, or related field preferred.
• Knowledge of financial products and services.
• Experience with CRM systems.

Skills

• Excellent verbal and written communication skills.
• Strong problem-solving abilities.
• Ability to handle confidential information with discretion.
• Effective time management and organizational skills.

Benefits

• Comprehensive health insurance coverage.
• Paid time off and holidays.
• Professional development opportunities.
• Flexible work schedule.

Pay

$Competitive salary based on experience.

Schedule

Full-time position with flexible hours.

Resources

For more information about this opportunity, visit our resources page.