Financial Services Representative

Responsibilities

• Deliver 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 make referrals to appropriate internal specialists.
• Apply knowledge of financial products, financial planning, and banking services to educate clients on value‑added opportunities.

• Deliver solutions and experiences that improve clients’ financial lives.
• Apply learnings and adapt new information to identify appropriate client solutions.
• Build strong client relationships through effective communication and collaboration.
• Display a proactive and ambitious mindset and effective time management.
• Demonstrate a results‑driven mindset and prioritize client interests.
• Show a willingness to establish a career in the financial services industry.
• Demonstrate strong computer application skills, including Microsoft Office.

• Bachelor’s degree and/or minimum of one year of experience in a performance‑based environment.

• 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

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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