Personal Banker III (Financial Services Representative)

About the role

Join our team as a Personal Banker III (Financial Services Representative) and help clients achieve their financial goals. Our ideal candidate is passionate about customer service and has a strong commitment to helping others succeed financially.

Responsibilities

• Develop and maintain relationships with existing and potential clients
• Provide financial advice and guidance to clients
• Manage client accounts and ensure compliance with all regulations
• Conduct sales calls and presentations to promote products and services
• Handle inquiries and complaints from clients
• Participate in training programs to enhance skills and knowledge

Requirements

• Bachelor’s degree in finance, banking, or related field
• Minimum 3 years of relevant experience in financial services
• Strong interpersonal and communication skills
• Ability to work independently and manage multiple tasks
• Valid driver’s license and reliable transportation

Qualifications

• Excellent problem-solving and decision-making abilities
• Proficient in Microsoft Office Suite
• Knowledge of financial products and services
• Experience with CRM systems

Skills

• Customer service orientation
• Financial analysis and planning
• Product knowledge and sales techniques
• Adaptability and flexibility

Benefits

• Competitive salary and benefits package
• Flexible work schedule
• Professional development opportunities
• Employee discounts on products and services

Pay

Salary range: $50,000 - $60,000 annually

Schedule

Full-time position with flexible hours to accommodate client needs

Resources

For more information, visit our resources page.